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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 | $263,825-96.6% | $73,588-87.9% | $263,825-96.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 73.1%+26.9pp | 78.8%+21.2pp |
| Annual return | 16.10% | 13.08%+3.0pp | 16.52%-0.4pp | 13.08%+3.0pp |
| Employer contribution / active EE | $8,501 | $11,436-25.7% | $7,604+11.8% | $11,436-25.7% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $5,478-100.0% | $5,893-100.0% |
| Admin fee / account holder | $11,417 | $32,179-64.5% | $12,208-6.5% | $32,179-64.5% |