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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 exceed $250,000 - top-decile high-value plan.
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 | $284,275 | $175,257+62.2% | $149,717+89.9% | $139,456+103.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.94% | 166.70%-149.8pp | 134.41%-117.5pp | 373.45%-356.5pp |
| Employer contribution / active EE | $1,645 | $5,477-70.0% | $4,820-65.9% | $4,753-65.4% |
| Participant deferral / active EE | $373 | $6,521-94.3% | $5,682-93.4% | $6,711-94.4% |
| Admin fee / account holder | $5,044 | $16,156-68.8% | $13,213-61.8% | $11,407-55.8% |