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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 | $1,897 | $172,111-98.9% | $150,298-98.7% | $137,256-98.6% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 3.65% | 69.37%-65.7pp | 62.79%-59.1pp | 220.34%-216.7pp |
| Employer contribution / active EE | $1,549 | $4,636-66.6% | $4,154-62.7% | $4,156-62.7% |
| Participant deferral / active EE | $1,239 | $6,166-79.9% | $5,453-77.3% | $6,407-80.7% |
| Admin fee / account holder | $10,829 | $16,471-34.3% | $14,116-23.3% | $12,270-11.7% |