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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 | $6,244 | $107,941-94.2% | $91,994-93.2% | $152,909-95.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 21.95% | 89.28%-67.3pp | 69.04%-47.1pp | 345.46%-323.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $33,027 | $6,366+418.8% | $5,924+457.5% | $5,851+464.4% |
| Admin fee / account holder | $4,635 | $10,521-55.9% | $7,744-40.1% | $11,601-60.0% |