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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 | $101,404 | $196,972-48.5% | $182,262-44.4% | $198,609-48.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.91% | 158.27%-139.4pp | 140.60%-121.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $556 | $5,364-89.6% | $5,046-89.0% | $5,055-89.0% |
| Participant deferral / active EE | $47,219 | $8,643+446.3% | $8,276+470.5% | $6,977+576.8% |
| Admin fee / account holder | $10,455 | $18,429-43.3% | $16,712-37.4% | $19,030-45.1% |