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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 | $134,225 | $104,577+28.4% | $76,667+75.1% | $152,909-12.2% |
| Participation rate | 91.7% | 76.6%+15.0pp | 72.1%+19.6pp | 82.5%+9.2pp |
| Annual return | 16.34% | 1014.36%-998.0pp | 1166.74%-1150.4pp | 345.46%-329.1pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,180 | $12,290-66.0% | $6,423-34.9% | $11,601-64.0% |