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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 | $138,312-97.1% | $122,979-96.7% | $155,188-97.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.21% | 22.06%-6.9pp | 20.12%-4.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $563 | $3,530-84.1% | $3,062-81.6% | $4,248-86.7% |
| Participant deferral / active EE | $2,826 | $5,592-49.5% | $5,003-43.5% | $6,531-56.7% |
| Admin fee / account holder | $52,684 | $15,089+249.2% | $12,864+309.5% | $14,480+263.8% |