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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 | $35,068 | $160,028-78.1% | $147,080-76.2% | $145,884-76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.68% | 98.60%-79.9pp | 420.17%-401.5pp | 551.85%-533.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $233,479 | $8,422+2672.3% | $8,066+2794.5% | $6,690+3390.2% |
| Admin fee / account holder | $277,005 | $15,030+1743.0% | $12,989+2032.6% | $13,392+1968.5% |