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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 | $6,855 | $107,363-93.6% | $92,909-92.6% | $152,897-95.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $8,624 | $4,222+104.3% | $3,653+136.1% | $4,764+81.0% |
| Participant deferral / active EE | $656 | $4,848-86.5% | $4,238-84.5% | $5,851-88.8% |
| Admin fee / account holder | $2,547 | $7,082-64.0% | $5,795-56.1% | $11,599-78.0% |