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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 | $156,398-93.8% | $147,318-93.4% | $138,895-93.0% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 10.71% | 78.75%-68.0pp | 70.43%-59.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $986 | $4,853-79.7% | $4,593-78.5% | $4,194-76.5% |
| Participant deferral / active EE | $1,650 | $8,237-80.0% | $7,906-79.1% | $6,396-74.2% |
| Admin fee / account holder | $2,040 | $14,976-86.4% | $13,708-85.1% | $12,562-83.8% |