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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,343 | $144,130-93.5% | $117,861-92.1% | $147,586-93.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 1.00% | 531.20%-530.2pp | 335.11%-334.1pp | 578.59%-577.6pp |
| Employer contribution / active EE | $5,633 | $4,897+15.0% | $3,786+48.8% | $4,876+15.5% |
| Participant deferral / active EE | $1,243 | $5,316-76.6% | $4,482-72.3% | $5,439-77.1% |
| Admin fee / account holder | $2,902 | $10,887-73.3% | $8,021-63.8% | $10,886-73.3% |