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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 | $10,918 | $157,296-93.1% | $141,191-92.3% | $152,897-92.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.81% | 64.34%-48.5pp | 71.41%-55.6pp | 345.43%-329.6pp |
| Employer contribution / active EE | $733 | $5,262-86.1% | $4,736-84.5% | $4,764-84.6% |
| Participant deferral / active EE | $4,363 | $7,111-38.6% | $6,710-35.0% | $5,851-25.4% |
| Admin fee / account holder | $2,747 | $12,125-77.3% | $10,264-73.2% | $11,599-76.3% |