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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,285 | $154,228-90.7% | $145,433-90.2% | $137,256-89.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.49% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,723 | $4,804-64.1% | $4,554-62.2% | $4,156-58.5% |
| Participant deferral / active EE | $676 | $8,216-91.8% | $7,897-91.4% | $6,407-89.4% |
| Admin fee / account holder | $25,009 | $14,344+74.4% | $13,129+90.5% | $12,270+103.8% |