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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 | $126,850 | $377,855-66.4% | $375,279-66.2% | $286,788-55.8% |
| Participation rate | 100.0% | 38.5%+61.5pp | 36.7%+63.3pp | 37.6%+62.4pp |
| Annual return | 4.01% | 9.94%-5.9pp | 9.78%-5.8pp | 9.30%-5.3pp |
| Employer contribution / active EE | $0 | $49,417-100.0% | $46,882-100.0% | $43,746-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $1,463 | $4,392-66.7% | $5,665-74.2% | $12,596-88.4% |