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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 | $209,336-53.6% | $197,124-50.8% | $137,256-29.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.40% | 48.09%-34.7pp | 44.34%-30.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $32,070 | $9,614+233.6% | $9,135+251.1% | $6,407+400.6% |
| Admin fee / account holder | $42,733 | $17,308+146.9% | $16,298+162.2% | $12,270+248.3% |