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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 | $13,393 | $162,821-91.8% | $133,978-90.0% | $158,982-91.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -0.11% | 41.95%-42.1pp | 45.10%-45.2pp | 302.99%-303.1pp |
| Employer contribution / active EE | $2,873 | $4,976-42.3% | $3,919-26.7% | $4,763-39.7% |
| Participant deferral / active EE | $1,038 | $5,910-82.4% | $5,047-79.4% | $5,983-82.7% |
| Admin fee / account holder | $841 | $11,742-92.8% | $8,930-90.6% | $11,252-92.5% |