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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 | $1,240 | $181,062-99.3% | $158,223-99.2% | $155,188-99.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.34% | 57.39%-42.0pp | 52.09%-36.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,035 | $4,565-77.3% | $4,109-74.8% | $4,248-75.6% |
| Participant deferral / active EE | $1,489 | $6,134-75.7% | $5,467-72.8% | $6,531-77.2% |
| Admin fee / account holder | $570 | $18,825-97.0% | $16,047-96.4% | $14,480-96.1% |