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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 | $162,136-34.5% | $152,301-30.3% | $154,746-31.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 26.78% | 91.02%-64.2pp | 80.50%-53.7pp | 172.34%-145.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $78,214 | $8,341+837.7% | $8,004+877.2% | $6,730+1062.1% |
| Admin fee / account holder | $17,946 | $15,759+13.9% | $14,398+24.6% | $14,365+24.9% |