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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 | $22,291 | $224,372-90.1% | $219,333-89.8% | $222,458-90.0% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | 2.38% | -2.14%+4.5pp | -2.00%+4.4pp | -2.16%+4.5pp |
| Employer contribution / active EE | $9,100 | $37,316-75.6% | $34,470-73.6% | $42,957-78.8% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $2,797 | $5,081-45.0% | $5,362-47.8% | $12,572-77.8% |