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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 | $16,134 | $176,077-90.8% | $159,455-89.9% | $167,518-90.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.33% | 331.83%-326.5pp | 263.63%-258.3pp | 478.71%-473.4pp |
| Employer contribution / active EE | $824 | $5,298-84.5% | $4,830-83.0% | $4,838-83.0% |
| Participant deferral / active EE | $4,919 | $7,751-36.5% | $7,353-33.1% | $6,342-22.4% |
| Admin fee / account holder | $1,520 | $12,556-87.9% | $10,800-85.9% | $12,312-87.7% |