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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 | $12,984 | $117,904-89.0% | $102,457-87.3% | $145,978-91.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.08% | 31.80%-20.7pp | 29.41%-18.3pp | 550.52%-539.4pp |
| Employer contribution / active EE | $6,858 | $3,613+89.8% | $3,022+126.9% | $4,662+47.1% |
| Participant deferral / active EE | $225 | $5,733-96.1% | $5,054-95.5% | $6,690-96.6% |
| Admin fee / account holder | $555 | $13,329-95.8% | $9,451-94.1% | $13,400-95.9% |