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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 | $2,695 | $166,131-98.4% | $164,975-98.4% | $145,877-98.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.40% | 100.37%-89.0pp | 70.12%-58.7pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,862 | $5,276-64.7% | $4,343-57.1% | $4,663-60.1% |
| Participant deferral / active EE | $1,694 | $6,962-75.7% | $6,033-71.9% | $6,691-74.7% |
| Admin fee / account holder | $346 | $16,648-97.9% | $12,688-97.3% | $13,402-97.4% |