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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 | $16,944 | $209,425-91.9% | $178,499-90.5% | $158,966-89.3% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 9.47% | 188.80%-179.3pp | 151.10%-141.6pp | 302.95%-293.5pp |
| Employer contribution / active EE | $4,164 | $5,707-27.0% | $5,011-16.9% | $4,762-12.6% |
| Participant deferral / active EE | $1,544 | $5,955-74.1% | $5,202-70.3% | $5,983-74.2% |
| Admin fee / account holder | $4,319 | $17,078-74.7% | $13,986-69.1% | $11,250-61.6% |