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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 | $8,670 | $160,070-94.6% | $147,117-94.1% | $145,897-94.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $5,286 | $5,2850% | $4,932+7.2% | $4,663+13.4% |
| Participant deferral / active EE | $917 | $8,419-89.1% | $8,065-88.6% | $6,689-86.3% |
| Admin fee / account holder | $1,770 | $15,035-88.2% | $12,993-86.4% | $13,390-86.8% |