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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 | $210,343-77.0% | $153,476-68.5% | $145,978-66.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.95% | 13.38%-5.4pp | 15.66%-7.7pp | 550.52%-542.6pp |
| Employer contribution / active EE | $901 | $6,047-85.1% | $5,038-82.1% | $4,662-80.7% |
| Participant deferral / active EE | $8,108 | $7,977+1.6% | $6,759+20.0% | $6,690+21.2% |
| Admin fee / account holder | $7,444 | $19,424-61.7% | $12,729-41.5% | $13,400-44.4% |