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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,804 | $159,978+8.6% | $147,041+18.2% | $145,978+19.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.46% | 98.36%-85.9pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $421 | $5,288-92.0% | $4,935-91.5% | $4,662-91.0% |
| Participant deferral / active EE | $3,907 | $8,429-53.6% | $8,071-51.6% | $6,690-41.6% |
| Admin fee / account holder | $210,751 | $15,053+1300.0% | $13,006+1520.4% | $13,400+1472.7% |