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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 | $199,488 | $157,296+26.8% | $141,191+41.3% | $152,897+30.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 28.59% | 64.34%-35.8pp | 71.41%-42.8pp | 345.43%-316.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,175 | $7,111+15.0% | $6,710+21.8% | $5,851+39.7% |
| Admin fee / account holder | $8,208 | $12,125-32.3% | $10,264-20.0% | $11,599-29.2% |