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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 | $30,726 | $534,210-94.2% | $221,111-86.1% | $534,210-94.2% |
| Participation rate | 100.0% | 89.6%+10.4pp | 96.3%+3.7pp | 89.6%+10.4pp |
| Annual return | 4.06% | 10.40%-6.3pp | 4.80%-0.7pp | 10.40%-6.3pp |
| Employer contribution / active EE | $0 | $19,440-100.0% | $1,046-100.0% | $19,440-100.0% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $0 | $11,136-100.0% |
| Admin fee / account holder | $520 | $14,821-96.5% | $4,836-89.2% | $14,821-96.5% |