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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 | $160,028+8.6% | $147,080+18.2% | $145,884+19.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.46% | 98.60%-86.1pp | 420.17%-407.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $421 | $5,286-92.0% | $4,933-91.5% | $4,662-91.0% |
| Participant deferral / active EE | $3,907 | $8,422-53.6% | $8,066-51.6% | $6,690-41.6% |
| Admin fee / account holder | $210,751 | $15,030+1302.2% | $12,989+1522.6% | $13,392+1473.7% |