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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 | $18,557 | $159,934-88.4% | $147,005-87.4% | $145,959-87.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 84.29% | 98.24%-14.0pp | 418.76%-334.5pp | 561.95%-477.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $79,800 | $8,427+846.9% | $8,070+888.9% | $6,689+1093.1% |
| Admin fee / account holder | $11,501 | $15,053-23.6% | $13,006-11.6% | $13,398-14.2% |