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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 | $22,577 | $217,432-89.6% | $185,849-87.9% | $167,536-86.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.67% | 148.42%-131.7pp | 122.10%-105.4pp | 478.82%-462.1pp |
| Employer contribution / active EE | $729 | $5,875-87.6% | $5,169-85.9% | $4,839-84.9% |
| Participant deferral / active EE | $4,638 | $6,357-27.0% | $5,569-16.7% | $6,342-26.9% |
| Admin fee / account holder | $3,879 | $19,818-80.4% | $16,244-76.1% | $12,315-68.5% |