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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 | $166,242-98.4% | $165,071-98.4% | $145,884-98.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.40% | 100.44%-89.0pp | 70.17%-58.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,862 | $5,283-64.8% | $4,347-57.2% | $4,662-60.1% |
| Participant deferral / active EE | $1,694 | $6,964-75.7% | $6,035-71.9% | $6,690-74.7% |
| Admin fee / account holder | $346 | $16,658-97.9% | $12,695-97.3% | $13,392-97.4% |