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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 | $19,556 | $150,447-87.0% | $136,298-85.7% | $147,586-86.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.03% | 1049.15%-1038.1pp | 5156.27%-5145.2pp | 578.59%-567.6pp |
| Employer contribution / active EE | $5,085 | $5,256-3.3% | $4,696+8.3% | $4,876+4.3% |
| Participant deferral / active EE | $1,550 | $6,631-76.6% | $6,247-75.2% | $5,439-71.5% |
| Admin fee / account holder | $4,750 | $10,906-56.4% | $9,244-48.6% | $10,886-56.4% |