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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 | $111,785-93.9% | $93,669-92.8% | $145,877-95.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.40% | 203.79%-189.4pp | 133.59%-119.2pp | 551.28%-536.9pp |
| Employer contribution / active EE | $748 | $3,096-75.8% | $2,424-69.1% | $4,663-84.0% |
| Participant deferral / active EE | $24 | $4,919-99.5% | $4,416-99.5% | $6,691-99.6% |
| Admin fee / account holder | $2,292 | $10,256-77.6% | $8,291-72.4% | $13,402-82.9% |