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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 | $241,529 | $261,421-7.6% | $248,520-2.8% | $254,542-5.1% |
| Participation rate | 100.0% | 59.1%+40.9pp | 35.1%+64.9pp | 47.3%+52.7pp |
| Annual return | 30.08% | 9.46%+20.6pp | 239.57%-209.5pp | 12.16%+17.9pp |
| Employer contribution / active EE | $0 | $52,068-100.0% | $43,837-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $575-100.0% | $170-100.0% |
| Admin fee / account holder | $401,112 | $39,249+922.0% | $36,083+1011.6% | $17,640+2173.9% |