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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 | $6,121 | $209,336-97.1% | $197,124-96.9% | $137,256-95.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.19% | 48.09%-40.9pp | 44.34%-37.2pp | 220.34%-213.1pp |
| Employer contribution / active EE | $1,661 | $6,591-74.8% | $6,227-73.3% | $4,156-60.0% |
| Participant deferral / active EE | $1,283 | $9,614-86.7% | $9,135-86.0% | $6,407-80.0% |
| Admin fee / account holder | $917 | $17,308-94.7% | $16,298-94.4% | $12,270-92.5% |