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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 | $19,224 | $150,447-87.2% | $136,298-85.9% | $147,586-87.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.42% | 1049.15%-1040.7pp | 5156.27%-5147.9pp | 578.59%-570.2pp |
| Employer contribution / active EE | $987 | $5,256-81.2% | $4,696-79.0% | $4,876-79.8% |
| Participant deferral / active EE | $1,973 | $6,631-70.2% | $6,247-68.4% | $5,439-63.7% |
| Admin fee / account holder | $324 | $10,906-97.0% | $9,244-96.5% | $10,886-97.0% |