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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 | $25,683 | $196,972-87.0% | $182,262-85.9% | $198,609-87.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.87% | 158.27%-144.4pp | 140.60%-126.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $3,269 | $5,364-39.1% | $5,046-35.2% | $5,055-35.3% |
| Participant deferral / active EE | $3,269 | $8,643-62.2% | $8,276-60.5% | $6,977-53.1% |
| Admin fee / account holder | $2,531 | $18,429-86.3% | $16,712-84.9% | $19,030-86.7% |