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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,125 | $101,795-70.4% | $165,100-81.8% | $80,959-62.8% |
| Participation rate | 89.9% | 71.8%+18.0pp | 78.6%+11.2pp | 67.7%+22.2pp |
| Annual return | -1.46% | 16.73%-18.2pp | 70.21%-71.7pp | 35.67%-37.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,701 | $8,221+30.2% | $12,696-15.7% | $6,925+54.5% |