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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,735 | $154,228-93.7% | $145,433-93.3% | $137,256-92.9% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 10.71% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $986 | $4,804-79.5% | $4,554-78.4% | $4,156-76.3% |
| Participant deferral / active EE | $1,650 | $8,216-79.9% | $7,897-79.1% | $6,407-74.2% |
| Admin fee / account holder | $2,040 | $14,344-85.8% | $13,129-84.5% | $12,270-83.4% |