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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 | $56,341 | $72,071-21.8% | $68,368-17.6% | $137,256-59.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 10.26% | 353.14%-342.9pp | 292.57%-282.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $358 | $2,788-87.1% | $2,649-86.5% | $4,156-91.4% |
| Participant deferral / active EE | $6,940 | $4,410+57.4% | $4,123+68.3% | $6,407+8.3% |
| Admin fee / account holder | $47,212 | $5,336+784.9% | $5,150+816.8% | $12,270+284.8% |