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Employer 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 | $1,131 | $95,601-98.8% | $77,183-98.5% | $139,456-99.2% |
| Participation rate | 88.9% | 74.0%+14.9pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 11.00% | 54.96%-44.0pp | 37.89%-26.9pp | 373.45%-362.4pp |
| Employer contribution / active EE | $128 | $3,145-95.9% | $2,534-94.9% | $4,753-97.3% |
| Participant deferral / active EE | $1,381 | $4,623-70.1% | $3,833-64.0% | $6,711-79.4% |
| Admin fee / account holder | $4,923 | $8,302-40.7% | $5,475-10.1% | $11,407-56.8% |