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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 | $8,933 | $198,814-95.5% | $198,814-95.5% | $289,147-96.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 75.0%+25.0pp | 80.8%+19.2pp |
| Annual return | 16.10% | 15.34%+0.8pp | 12.03%+4.1pp | 12.61%+3.5pp |
| Employer contribution / active EE | $8,501 | $13,041-34.8% | $13,041-34.8% | $13,617-37.6% |
| Participant deferral / active EE | $0 | $5,545-100.0% | $5,545-100.0% | $5,372-100.0% |
| Admin fee / account holder | $11,417 | $10,102+13.0% | $10,102+13.0% | $23,026-50.4% |