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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 | $13,908 | $160,028-91.3% | $147,080-90.5% | $145,884-90.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 98.60%-86.4pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,911 | $5,286-63.8% | $4,933-61.3% | $4,662-59.0% |
| Participant deferral / active EE | $2,570 | $8,422-69.5% | $8,066-68.1% | $6,690-61.6% |
| Admin fee / account holder | $3,024 | $15,030-79.9% | $12,989-76.7% | $13,392-77.4% |