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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 | $124,980-95.9% | $108,359-95.2% | $154,746-96.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.64% | 45.00%-29.4pp | 36.89%-21.3pp | 172.34%-156.7pp |
| Employer contribution / active EE | $809 | $2,851-71.6% | $2,399-66.3% | $4,379-81.5% |
| Participant deferral / active EE | $999 | $4,743-78.9% | $4,137-75.9% | $6,730-85.2% |
| Admin fee / account holder | $1,077 | $11,502-90.6% | $9,741-88.9% | $14,365-92.5% |