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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 | $592,907 | $167,362+254.3% | $143,799+312.3% | $134,532+340.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.07% | 0.47%-12.5pp | -0.04%-12.0pp | 418.27%-430.3pp |
| Employer contribution / active EE | $1,859 | $5,620-66.9% | $4,952-62.5% | $4,741-60.8% |
| Participant deferral / active EE | $730 | $6,447-88.7% | $5,638-87.1% | $6,401-88.6% |
| Admin fee / account holder | $4,371 | $18,094-75.8% | $14,677-70.2% | $11,429-61.8% |