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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 | $474,194 | $162,136+192.5% | $152,301+211.4% | $154,746+206.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.09% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $12,099 | $4,890+147.4% | $4,624+161.6% | $4,379+176.3% |
| Participant deferral / active EE | $500 | $8,341-94.0% | $8,004-93.8% | $6,730-92.6% |
| Admin fee / account holder | $733 | $15,759-95.3% | $14,398-94.9% | $14,365-94.9% |