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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 | $103,711 | $183,516-43.5% | $155,534-33.3% | $145,884-28.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.20% | 61.43%-53.2pp | 64.92%-56.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $789 | $5,315-85.2% | $4,675-83.1% | $4,662-83.1% |
| Participant deferral / active EE | $7,400 | $6,467+14.4% | $5,630+31.4% | $6,690+10.6% |
| Admin fee / account holder | $8,905 | $19,293-53.8% | $15,900-44.0% | $13,392-33.5% |