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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 | $5,167 | $112,729-95.4% | $98,716-94.8% | $137,256-96.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.64% | 38.48%-22.8pp | 31.81%-16.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $809 | $2,725-70.3% | $2,279-64.5% | $4,156-80.5% |
| Participant deferral / active EE | $999 | $4,640-78.5% | $4,048-75.3% | $6,407-84.4% |
| Admin fee / account holder | $1,077 | $10,129-89.4% | $8,703-87.6% | $12,270-91.2% |