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Employer 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 | $8,001 | $159,978-95.0% | $147,041-94.6% | $145,978-94.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 14.09% | 98.36%-84.3pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $346 | $5,288-93.4% | $4,935-93.0% | $4,662-92.6% |
| Participant deferral / active EE | $4,430 | $8,429-47.4% | $8,071-45.1% | $6,690-33.8% |
| Admin fee / account holder | $1,102 | $15,053-92.7% | $13,006-91.5% | $13,400-91.8% |