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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 | $2,256 | $196,972-98.9% | $182,262-98.8% | $198,609-98.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.76% | 158.27%-142.5pp | 140.60%-124.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $3,601 | $5,364-32.9% | $5,046-28.6% | $5,055-28.8% |
| Participant deferral / active EE | $2,629 | $8,643-69.6% | $8,276-68.2% | $6,977-62.3% |
| Admin fee / account holder | $1,962 | $18,429-89.4% | $16,712-88.3% | $19,030-89.7% |