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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 | $12,013 | $202,389-94.1% | $198,173-93.9% | $248,183-95.2% |
| Participation rate | 83.3% | 48.7%+34.6pp | 42.0%+41.3pp | 45.9%+37.4pp |
| Annual return | 8.01% | 9.90%-1.9pp | 10.16%-2.1pp | 10.21%-2.2pp |
| Employer contribution / active EE | $4,731 | $36,071-86.9% | $33,192-85.7% | $42,272-88.8% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $4,119 | $7,397-44.3% | $7,531-45.3% | $13,518-69.5% |