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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 | $167,379 | $201,370-16.9% | $184,256-9.2% | $145,897+14.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.56% | 29.05%-22.5pp | 28.85%-22.3pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,440 | $7,024-79.5% | $6,427-77.6% | $4,663-69.1% |
| Participant deferral / active EE | $4,867 | $9,808-50.4% | $9,133-46.7% | $6,689-27.2% |
| Admin fee / account holder | $68,655 | $16,364+319.5% | $13,899+393.9% | $13,390+412.7% |