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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 exceed $250,000 - top-decile high-value plan.
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 | $711,646 | $160,028+344.7% | $147,080+383.8% | $145,884+387.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 98.60%-84.8pp | 420.17%-406.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,579 | $5,286-70.1% | $4,933-68.0% | $4,662-66.1% |
| Participant deferral / active EE | $1,403 | $8,422-83.3% | $8,066-82.6% | $6,690-79.0% |
| Admin fee / account holder | $210,206 | $15,030+1298.6% | $12,989+1518.4% | $13,392+1469.7% |