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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,391 | $86,938-38.6% | $102,423-47.9% | $80,925-34.0% |
| Participation rate | 91.5% | 72.4%+19.2pp | 76.5%+15.0pp | 67.7%+23.9pp |
| Annual return | 8.89% | 18.89%-10.0pp | 29.42%-20.5pp | 35.65%-26.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,735 | $8,053-41.2% | $9,455-49.9% | $6,940-31.8% |