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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 | $11,047 | $138,114-92.0% | $125,391-91.2% | $134,545-91.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.69% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,475 | $5,246-71.9% | $4,816-69.4% | $4,742-68.9% |
| Participant deferral / active EE | $25 | $7,801-99.7% | $7,448-99.7% | $6,401-99.6% |
| Admin fee / account holder | $848 | $11,570-92.7% | $10,009-91.5% | $11,431-92.6% |