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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 | $17,190 | $138,076-87.6% | $123,553-86.1% | $135,380-87.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.85% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,616 | $5,152-49.2% | $4,628-43.5% | $4,779-45.3% |
| Participant deferral / active EE | $13,664 | $6,800+101.0% | $6,426+112.6% | $5,609+143.6% |
| Admin fee / account holder | $1,503 | $10,917-86.2% | $9,284-83.8% | $10,828-86.1% |