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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 | $5,175 | $225,449-97.7% | $219,466-97.6% | $237,064-97.8% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 1.74% | 4.17%-2.4pp | 5.00%-3.3pp | 4.16%-2.4pp |
| Employer contribution / active EE | $7,981 | $39,228-79.7% | $35,918-77.8% | $42,918-81.4% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $2,522 | $13,772-81.7% | $13,204-80.9% | $21,465-88.2% |