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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 | $229,316 | $319,986-28.3% | $454,052-49.5% | $286,788-20.0% |
| Participation rate | 100.0% | 35.8%+64.2pp | 18.4%+81.6pp | 37.6%+62.4pp |
| Annual return | 10.67% | 7.47%+3.2pp | 8.95%+1.7pp | 9.30%+1.4pp |
| Employer contribution / active EE | $333,333 | $54,901+507.2% | $46,559+615.9% | $43,748+661.9% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $187,500 | $24,500+665.3% | $19,831+845.5% | $12,596+1388.6% |