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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 | $151,427-95.5% | $112,860-93.9% | $154,746-95.6% |
| Participation rate | 93.3% | 69.1%+24.2pp | 66.3%+27.0pp | 80.7%+12.6pp |
| Annual return | 18.91% | 30.95%-12.0pp | 35.26%-16.4pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,675 | $4,285+9.1% | $3,493+33.8% | $6,730-30.5% |
| Admin fee / account holder | $4,384 | $7,369-40.5% | $6,841-35.9% | $14,365-69.5% |