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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 | $36,702 | $564,480-93.5% | $207,366-82.3% | $564,480-93.5% |
| Participation rate | 80.0% | 89.1%-9.1pp | 90.7%-10.7pp | 89.1%-9.1pp |
| Annual return | -7.16% | -14.07%+6.9pp | -19.23%+12.1pp | -14.07%+6.9pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $52,658-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $2,696-100.0% | $5,729-100.0% |
| Admin fee / account holder | $3,825 | $27,140-85.9% | $3,748+2.0% | $27,140-85.9% |