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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 | $8,741 | $165,381-94.7% | $149,730-94.2% | $158,966-94.5% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 14.99% | 348.29%-333.3pp | 276.70%-261.7pp | 302.95%-288.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,298 | $7,182+15.5% | $6,843+21.3% | $5,983+38.7% |
| Admin fee / account holder | $1,747 | $10,809-83.8% | $9,310-81.2% | $11,250-84.5% |