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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 | $25,427 | $227,399-88.8% | $189,758-86.6% | $198,609-87.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.44% | 61.03%-45.6pp | 52.62%-37.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $2,255 | $5,526-59.2% | $4,767-52.7% | $5,055-55.4% |
| Participant deferral / active EE | $1,136 | $6,837-83.4% | $5,856-80.6% | $6,977-83.7% |
| Admin fee / account holder | $4,682 | $25,162-81.4% | $20,388-77.0% | $19,030-75.4% |