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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 | $154,228-31.2% | $145,433-27.0% | $137,256-22.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.78% | 74.59%-47.8pp | 66.58%-39.8pp | 220.34%-193.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $78,214 | $8,216+851.9% | $7,897+890.4% | $6,407+1120.8% |
| Admin fee / account holder | $17,946 | $14,344+25.1% | $13,129+36.7% | $12,270+46.3% |