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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 | $98,725 | $177,156-44.3% | $147,027-32.9% | $154,746-36.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 38.34% | 21.94%+16.4pp | 20.23%+18.1pp | 172.34%-134.0pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,800 | $5,797+86.3% | $4,933+118.9% | $6,730+60.5% |
| Admin fee / account holder | $30,169 | $14,904+102.4% | $12,223+146.8% | $14,365+110.0% |