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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 | $5,909 | $167,362-96.5% | $143,799-95.9% | $134,532-95.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.93% | 0.47%-10.4pp | -0.04%-9.9pp | 418.27%-428.2pp |
| Employer contribution / active EE | $4,336 | $5,620-22.9% | $4,952-12.5% | $4,741-8.6% |
| Participant deferral / active EE | $374 | $6,447-94.2% | $5,638-93.4% | $6,401-94.2% |
| Admin fee / account holder | $8,732 | $18,094-51.7% | $14,677-40.5% | $11,429-23.6% |