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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 | $9,143 | $48,364-81.1% | $71,796-87.3% | $62,881-85.5% |
| Participation rate | 83.0% | 60.6%+22.4pp | 69.1%+13.9pp | 69.3%+13.7pp |
| Annual return | 7.22% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $934 | $3,771-75.2% | $4,815-80.6% | $4,296-78.2% |