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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 | $4,564 | $199,109-97.7% | $173,730-97.4% | $154,746-97.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.42% | 20.02%-3.6pp | 19.96%-3.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,696 | $5,311-68.1% | $4,577-62.9% | $4,379-61.3% |
| Participant deferral / active EE | $759 | $7,113-89.3% | $6,326-88.0% | $6,730-88.7% |
| Admin fee / account holder | $2,290 | $20,916-89.0% | $17,523-86.9% | $14,365-84.1% |