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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 | $20,084 | $127,387-84.2% | $115,038-82.5% | $125,389-84.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.28% | 31.28%-31.6pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $68 | $5,166-98.7% | $4,608-98.5% | $4,866-98.6% |
| Participant deferral / active EE | $7,363 | $6,423+14.6% | $6,026+22.2% | $5,352+37.6% |
| Admin fee / account holder | $4,718 | $9,516-50.4% | $8,175-42.3% | $9,541-50.5% |