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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,352 | $210,991-77.1% | $153,741-68.5% | $145,897-66.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.95% | 13.46%-5.5pp | 15.71%-7.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $901 | $6,057-85.1% | $5,042-82.1% | $4,663-80.7% |
| Participant deferral / active EE | $8,108 | $7,979+1.6% | $6,757+20.0% | $6,689+21.2% |
| Admin fee / account holder | $7,444 | $19,490-61.8% | $12,749-41.6% | $13,390-44.4% |