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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 | $15,308 | $176,786-91.3% | $146,643-89.6% | $167,536-90.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -0.12% | 24.04%-24.2pp | 22.75%-22.9pp | 478.82%-478.9pp |
| Employer contribution / active EE | $25,890 | $5,161+401.6% | $4,137+525.9% | $4,839+435.0% |
| Participant deferral / active EE | $1,350 | $6,440-79.0% | $5,506-75.5% | $6,342-78.7% |
| Admin fee / account holder | $1,006 | $13,262-92.4% | $10,280-90.2% | $12,315-91.8% |