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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 | $155,426 | $155,555-0.1% | $146,866+5.8% | $155,188+0.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.89% | 115.41%-102.5pp | 102.85%-90.0pp | 148.84%-135.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $24,088 | $8,044+199.4% | $7,759+210.4% | $6,531+268.8% |
| Admin fee / account holder | $27,314 | $14,755+85.1% | $13,620+100.5% | $14,480+88.6% |