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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $198,140 | $165,381+19.8% | $149,730+32.3% | $158,966+24.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.24% | 348.29%-341.1pp | 276.70%-269.5pp | 302.95%-295.7pp |
| Employer contribution / active EE | $300 | $5,104-94.1% | $4,645-93.5% | $4,762-93.7% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,270 | $10,809-23.5% | $9,310-11.2% | $11,250-26.5% |