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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 | $1,085,749-97.9% | $891,665-97.4% | $461,066-95.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 74.3%+25.7pp | 87.7%+12.3pp |
| Annual return | 7.15% | -19.40%+26.6pp | -18.76%+25.9pp | 484.84%-477.7pp |
| Employer contribution / active EE | $1,538 | $8,243-81.3% | $7,212-78.7% | $9,163-83.2% |
| Participant deferral / active EE | $0 | $3,462-100.0% | $3,726-100.0% | $6,032-100.0% |
| Admin fee / account holder | $1,295 | $16,194-92.0% | $13,309-90.3% | $28,147-95.4% |