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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 | $23,168 | $807,870-97.1% | $617,696-96.2% | $382,429-93.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 78.0%+22.0pp | 87.7%+12.3pp |
| Annual return | 7.15% | -18.92%+26.1pp | -18.09%+25.2pp | 248.85%-241.7pp |
| Employer contribution / active EE | $1,538 | $5,908-74.0% | $4,847-68.3% | $8,036-80.9% |
| Participant deferral / active EE | $0 | $5,915-100.0% | $5,332-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1,295 | $13,715-90.6% | $10,961-88.2% | $30,732-95.8% |