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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 | $34,586 | $201,264-82.8% | $184,185-81.2% | $145,978-76.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.44% | 29.00%-12.6pp | 28.81%-12.4pp | 550.52%-534.1pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $31,385 | $9,806+220.1% | $9,132+243.7% | $6,690+369.2% |
| Admin fee / account holder | $17,280 | $16,376+5.5% | $13,909+24.2% | $13,400+29.0% |