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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 | $74,543 | $111,785-33.3% | $93,669-20.4% | $145,877-48.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 12.54% | 203.79%-191.2pp | 133.59%-121.1pp | 551.28%-538.7pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,631 | $4,919+116.1% | $4,416+140.8% | $6,691+58.9% |
| Admin fee / account holder | $31,973 | $10,256+211.8% | $8,291+285.6% | $13,402+138.6% |