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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 | $6,505 | $96,678-93.3% | $86,640-92.5% | $139,466-95.3% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 17.27% | 106.69%-89.4pp | 592.52%-575.3pp | 373.66%-356.4pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,899 | $4,837+146.0% | $4,438+168.1% | $6,712+77.3% |
| Admin fee / account holder | $3,414 | $6,410-46.7% | $5,616-39.2% | $11,409-70.1% |