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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 | $26,175 | $171,492-84.7% | $150,734-82.6% | $198,609-86.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 11.82% | 804.70%-792.9pp | 600.81%-589.0pp | 202.70%-190.9pp |
| Employer contribution / active EE | $1,029 | $5,470-81.2% | $4,918-79.1% | $5,055-79.6% |
| Participant deferral / active EE | $7,769 | $6,259+24.1% | $5,610+38.5% | $6,977+11.4% |
| Admin fee / account holder | $4,999 | $17,628-71.6% | $14,905-66.5% | $19,030-73.7% |