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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 | $167,663 | $209,336-19.9% | $197,124-14.9% | $137,256+22.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 9.40% | 48.09%-38.7pp | 44.34%-34.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $695 | $6,591-89.5% | $6,227-88.8% | $4,156-83.3% |
| Participant deferral / active EE | $3,127 | $9,614-67.5% | $9,135-65.8% | $6,407-51.2% |
| Admin fee / account holder | $13,445 | $17,308-22.3% | $16,298-17.5% | $12,270+9.6% |