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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 | $16,456 | $118,708-86.1% | $98,920-83.4% | $158,966-89.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 25.61% | 372.49%-346.9pp | 196.47%-170.9pp | 302.95%-277.3pp |
| Employer contribution / active EE | $416 | $3,334-87.5% | $2,689-84.5% | $4,762-91.3% |
| Participant deferral / active EE | $4,526 | $5,089-11.1% | $4,245+6.6% | $5,983-24.4% |
| Admin fee / account holder | $357 | $10,134-96.5% | $6,643-94.6% | $11,250-96.8% |