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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 | $6,786 | $111,787-93.9% | $93,681-92.8% | $145,978-95.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.40% | 203.52%-189.1pp | 133.47%-119.1pp | 550.52%-536.1pp |
| Employer contribution / active EE | $748 | $3,093-75.8% | $2,422-69.1% | $4,662-84.0% |
| Participant deferral / active EE | $24 | $4,918-99.5% | $4,415-99.5% | $6,690-99.6% |
| Admin fee / account holder | $2,292 | $10,256-77.7% | $8,290-72.3% | $13,400-82.9% |