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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 | $97,074 | $223,823-56.6% | $211,142-54.0% | $154,746-37.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.40% | 50.39%-37.0pp | 46.84%-33.4pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $32,070 | $9,750+228.9% | $9,284+245.4% | $6,730+376.5% |
| Admin fee / account holder | $42,733 | $19,707+116.8% | $19,076+124.0% | $14,365+197.5% |