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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 | $130,247 | $165,361-21.2% | $149,715-13.0% | $158,950-18.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 12.34% | 348.24%-335.9pp | 276.66%-264.3pp | 302.91%-290.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,865 | $7,182+79.1% | $6,842+88.0% | $5,983+115.0% |
| Admin fee / account holder | $15,581 | $10,808+44.2% | $9,310+67.4% | $11,248+38.5% |