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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 | $2,602 | $90,530-97.1% | $76,030-96.6% | $145,897-98.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.69% | 625.08%-615.4pp | 361.54%-351.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $650 | $3,319-80.4% | $2,688-75.8% | $4,663-86.1% |
| Participant deferral / active EE | $665 | $5,164-87.1% | $4,257-84.4% | $6,689-90.1% |
| Admin fee / account holder | $1,051 | $8,383-87.5% | $6,421-83.6% | $13,390-92.2% |