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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 | $6,869 | $222,882-96.9% | $182,153-96.2% | $198,609-96.5% |
| Participation rate | 93.3% | 67.8%+25.6pp | 65.7%+27.6pp | 82.4%+11.0pp |
| Annual return | 18.91% | 38.53%-19.6pp | 35.04%-16.1pp | 202.70%-183.8pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $2,593-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,675 | $4,212+11.0% | $3,776+23.8% | $6,977-33.0% |
| Admin fee / account holder | $4,384 | $8,972-51.1% | $9,477-53.7% | $19,030-77.0% |