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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 | $12,843 | $160,070-92.0% | $147,117-91.3% | $145,897-91.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.42% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $102 | $5,285-98.1% | $4,932-97.9% | $4,663-97.8% |
| Participant deferral / active EE | $13,589 | $8,419+61.4% | $8,065+68.5% | $6,689+103.1% |
| Admin fee / account holder | $12,590 | $15,035-16.3% | $12,993-3.1% | $13,390-6.0% |