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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.)
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 | $17,404 | $150,447-88.4% | $136,298-87.2% | $147,586-88.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.70% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,693 | $5,256-67.8% | $4,696-63.9% | $4,876-65.3% |
| Participant deferral / active EE | $1,300 | $6,631-80.4% | $6,247-79.2% | $5,439-76.1% |
| Admin fee / account holder | $1,156 | $10,906-89.4% | $9,244-87.5% | $10,886-89.4% |