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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 | $132,798 | $111,814+18.8% | $103,374+28.5% | $145,959-9.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.84% | 24.77%-14.9pp | 24.89%-15.0pp | 561.95%-552.1pp |
| Employer contribution / active EE | $711 | $4,214-83.1% | $3,869-81.6% | $4,661-84.7% |
| Participant deferral / active EE | $3,737 | $5,618-33.5% | $5,058-26.1% | $6,689-44.1% |
| Admin fee / account holder | $94,307 | $9,754+866.8% | $8,394+1023.5% | $13,398+603.9% |