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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 | $11,039 | $218,893-95.0% | $436,953-97.5% | $233,076-95.3% |
| Participation rate | 80.0% | 49.9%+30.1pp | 44.2%+35.8pp | 46.4%+33.6pp |
| Annual return | 6.52% | -114.98%+121.5pp | -102.04%+108.6pp | -82.66%+89.2pp |
| Employer contribution / active EE | $27,388 | $39,361-30.4% | $36,232-24.4% | $43,771-37.4% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $2,521 | $11,759-78.6% | $12,721-80.2% | $11,204-77.5% |