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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 | $196,972+140.7% | $182,262+160.2% | $198,609+138.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.09% | 158.27%-144.2pp | 140.60%-126.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $12,099 | $5,364+125.6% | $5,046+139.8% | $5,055+139.3% |
| Participant deferral / active EE | $500 | $8,643-94.2% | $8,276-94.0% | $6,977-92.8% |
| Admin fee / account holder | $733 | $18,429-96.0% | $16,712-95.6% | $19,030-96.1% |