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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 | $2,926 | $133,998-97.8% | $112,263-97.4% | $134,545-97.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -12.84% | 47.17%-60.0pp | 27.49%-40.3pp | 418.37%-431.2pp |
| Employer contribution / active EE | $393 | $4,040-90.3% | $3,636-89.2% | $4,742-91.7% |
| Participant deferral / active EE | $2,405 | $5,292-54.6% | $4,729-49.2% | $6,401-62.4% |
| Admin fee / account holder | $3,424 | $7,493-54.3% | $6,410-46.6% | $11,431-70.0% |