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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 | $106,169 | $155,555-31.7% | $146,866-27.7% | $155,188-31.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 26.78% | 115.41%-88.6pp | 102.85%-76.1pp | 148.84%-122.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $78,214 | $8,044+872.3% | $7,759+908.0% | $6,531+1097.6% |
| Admin fee / account holder | $17,946 | $14,755+21.6% | $13,620+31.8% | $14,480+23.9% |