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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 | $13,370 | $159,934-91.6% | $147,005-90.9% | $145,959-90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.42% | 98.24%-84.8pp | 418.76%-405.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,671 | $5,287-68.4% | $4,934-66.1% | $4,661-64.1% |
| Participant deferral / active EE | $1,671 | $8,427-80.2% | $8,070-79.3% | $6,689-75.0% |
| Admin fee / account holder | $5,927 | $15,053-60.6% | $13,006-54.4% | $13,398-55.8% |