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Participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,931 | $126,661-97.7% | $113,397-97.4% | $138,895-97.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 0.85% | 25.05%-24.2pp | 23.20%-22.4pp | 145.39%-144.5pp |
| Employer contribution / active EE | $3,455 | $3,4560% | $2,977+16.0% | $4,194-17.6% |
| Participant deferral / active EE | $521 | $5,693-90.8% | $5,076-89.7% | $6,396-91.9% |
| Admin fee / account holder | $17,094 | $14,549+17.5% | $11,957+43.0% | $12,562+36.1% |