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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 | $4,049 | $167,415-97.6% | $140,514-97.1% | $198,609-98.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 15.21% | 13.85%+1.4pp | 14.36%+0.9pp | 202.70%-187.5pp |
| Employer contribution / active EE | $563 | $4,088-86.2% | $3,378-83.3% | $5,055-88.9% |
| Participant deferral / active EE | $2,826 | $5,579-49.4% | $4,919-42.6% | $6,977-59.5% |
| Admin fee / account holder | $52,684 | $16,730+214.9% | $13,697+284.6% | $19,030+176.8% |