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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 | $3,943 | $87,546-95.5% | $75,784-94.8% | $125,389-96.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.18% | 13.49%-11.3pp | 9.68%-7.5pp | 282.24%-280.1pp |
| Employer contribution / active EE | $4,036 | $3,930+2.7% | $3,323+21.4% | $4,866-17.1% |
| Participant deferral / active EE | $400 | $4,230-90.5% | $3,652-89.0% | $5,352-92.5% |
| Admin fee / account holder | $3,343 | $6,503-48.6% | $5,300-36.9% | $9,541-65.0% |