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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 | $11,736 | $78,694-85.1% | $67,652-82.7% | $125,389-90.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.40% | 9.46%-10.9pp | 6625.40%-6626.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,105 | $3,044-63.7% | $2,266-51.2% | $4,866-77.3% |
| Participant deferral / active EE | $1,173 | $4,292-72.7% | $3,560-67.1% | $5,352-78.1% |
| Admin fee / account holder | $3,107 | $7,403-58.0% | $4,821-35.5% | $9,541-67.4% |