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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 | $26,322 | $196,972-86.6% | $182,262-85.6% | $198,609-86.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.97% | 158.27%-143.3pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $11,448 | $5,364+113.4% | $5,046+126.9% | $5,055+126.5% |
| Participant deferral / active EE | $2,485 | $8,643-71.2% | $8,276-70.0% | $6,977-64.4% |
| Admin fee / account holder | $11,560 | $18,429-37.3% | $16,712-30.8% | $19,030-39.3% |