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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 | $14,454 | $124,314-88.4% | $109,163-86.8% | $167,518-91.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 15.19% | 26.04%-10.9pp | 25.75%-10.6pp | 478.71%-463.5pp |
| Employer contribution / active EE | $3,552 | $4,209-15.6% | $3,723-4.6% | $4,838-26.6% |
| Participant deferral / active EE | $808 | $5,256-84.6% | $4,654-82.6% | $6,342-87.3% |
| Admin fee / account holder | $686 | $7,973-91.4% | $6,754-89.8% | $12,312-94.4% |