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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 | $3,958 | $99,345-96.0% | $84,753-95.3% | $273,972-98.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.67% | 22.93%-19.3pp | 22.78%-19.1pp | 41.46%-37.8pp |
| Employer contribution / active EE | $3,745 | $4,214-11.1% | $3,574+4.8% | $4,869-23.1% |
| Participant deferral / active EE | $30 | $4,270-99.3% | $3,712-99.2% | $5,287-99.4% |
| Admin fee / account holder | $576 | $6,645-91.3% | $5,333-89.2% | $10,133-94.3% |