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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 | $2,564 | $196,972-98.7% | $182,262-98.6% | $198,609-98.7% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 19.20% | 158.27%-139.1pp | 140.60%-121.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $1,749 | $5,364-67.4% | $5,046-65.3% | $5,055-65.4% |
| Participant deferral / active EE | $3,725 | $8,643-56.9% | $8,276-55.0% | $6,977-46.6% |
| Admin fee / account holder | $1,049 | $18,429-94.3% | $16,712-93.7% | $19,030-94.5% |