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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 | $17,406 | $140,592-87.6% | $123,106-85.9% | $125,388-86.1% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -4.85% | 16.80%-21.6pp | 13.22%-18.1pp | 282.24%-287.1pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $47 | $6,980-99.3% | $6,229-99.2% | $5,352-99.1% |
| Admin fee / account holder | $12,845 | $11,198+14.7% | $9,015+42.5% | $9,541+34.6% |