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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 | $162,136-37.5% | $152,301-33.4% | $154,746-34.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.91% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $556 | $4,890-88.6% | $4,624-88.0% | $4,379-87.3% |
| Participant deferral / active EE | $47,219 | $8,341+466.1% | $8,004+490.0% | $6,730+601.6% |
| Admin fee / account holder | $10,455 | $15,759-33.7% | $14,398-27.4% | $14,365-27.2% |