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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 | $10,323 | $135,645-92.4% | $110,243-90.6% | $135,380-92.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.23% | 513.24%-513.5pp | 314.76%-315.0pp | 519.81%-520.0pp |
| Employer contribution / active EE | $7,774 | $4,907+58.4% | $3,827+103.1% | $4,779+62.7% |
| Participant deferral / active EE | $557 | $5,507-89.9% | $4,672-88.1% | $5,609-90.1% |
| Admin fee / account holder | $424 | $11,458-96.3% | $8,548-95.0% | $10,828-96.1% |