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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 | $73,252 | $100,970-27.5% | $96,576-24.2% | $137,256-46.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 48.61% | 38.16%+10.5pp | 38.47%+10.1pp | 220.34%-171.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $110,648 | $8,286+1235.3% | $7,956+1290.7% | $6,407+1627.0% |
| Admin fee / account holder | $14,474 | $11,312+28.0% | $11,381+27.2% | $12,270+18.0% |