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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 | $15,536 | $157,304-90.1% | $141,197-89.0% | $152,909-89.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.03% | 64.34%-43.3pp | 71.41%-50.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $10,010 | $5,263+90.2% | $4,736+111.4% | $4,764+110.1% |
| Participant deferral / active EE | $150 | $7,111-97.9% | $6,710-97.8% | $5,851-97.4% |
| Admin fee / account holder | $1,878 | $12,126-84.5% | $10,265-81.7% | $11,601-83.8% |