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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 | $4,915 | $160,028-96.9% | $147,080-96.7% | $145,884-96.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 98.60%-85.4pp | 420.17%-407.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $4,741 | $5,286-10.3% | $4,933-3.9% | $4,662+1.7% |
| Participant deferral / active EE | $2,238 | $8,422-73.4% | $8,066-72.3% | $6,690-66.5% |
| Admin fee / account holder | $5,123 | $15,030-65.9% | $12,989-60.6% | $13,392-61.7% |