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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 exceed $250,000 - top-decile high-value plan.
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 | $1,915,709 | $167,353+1044.7% | $143,797+1232.2% | $134,545+1323.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.57% | 0.48%-8.1pp | -0.04%-7.5pp | 418.37%-425.9pp |
| Employer contribution / active EE | $2,050 | $5,620-63.5% | $4,952-58.6% | $4,742-56.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,100 | $18,096-44.2% | $14,679-31.2% | $11,431-11.6% |