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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 | $161,352-38.8% | $134,172-26.4% | $137,256-28.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 38.34% | 28.72%+9.6pp | 25.30%+13.0pp | 220.34%-182.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,800 | $5,552+94.5% | $4,690+130.3% | $6,407+68.6% |
| Admin fee / account holder | $30,169 | $15,028+100.8% | $12,016+151.1% | $12,270+145.9% |