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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 | $160,040-92.0% | $147,096-91.3% | $145,877-91.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.42% | 98.49%-87.1pp | 419.75%-408.3pp | 551.28%-539.9pp |
| Employer contribution / active EE | $102 | $5,289-98.1% | $4,936-97.9% | $4,663-97.8% |
| Participant deferral / active EE | $13,589 | $8,429+61.2% | $8,071+68.4% | $6,691+103.1% |
| Admin fee / account holder | $12,590 | $15,050-16.3% | $13,005-3.2% | $13,402-6.1% |