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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 | $82,509 | $171,867-52.0% | $149,721-44.9% | $147,586-44.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.86% | 2113.36%-2103.5pp | 1501.67%-1491.8pp | 578.59%-568.7pp |
| Employer contribution / active EE | $518 | $6,275-91.8% | $5,444-90.5% | $4,876-89.4% |
| Participant deferral / active EE | $2,917 | $7,270-59.9% | $6,568-55.6% | $5,439-46.4% |
| Admin fee / account holder | $9,193 | $13,799-33.4% | $11,282-18.5% | $10,886-15.6% |