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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,216 | $185,905-87.5% | $170,057-86.3% | $139,487-83.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.14% | 60.56%-51.4pp | 53.42%-44.3pp | 373.84%-364.7pp |
| Employer contribution / active EE | $1,989 | $7,597-73.8% | $6,790-70.7% | $4,755-58.2% |
| Participant deferral / active EE | $1,285 | $11,627-88.9% | $10,411-87.7% | $6,713-80.9% |
| Admin fee / account holder | $9,227 | $15,397-40.1% | $12,826-28.1% | $11,407-19.1% |