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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 | $841 | $88,815-99.1% | $81,882-99.0% | $145,897-99.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.17% | 1033.75%-1011.6pp | 779.47%-757.3pp | 552.29%-530.1pp |
| Employer contribution / active EE | $6 | $3,086-99.8% | $2,916-99.8% | $4,663-99.9% |
| Participant deferral / active EE | $5,902 | $4,647+27.0% | $4,323+36.5% | $6,689-11.8% |
| Admin fee / account holder | $741 | $8,434-91.2% | $7,360-89.9% | $13,390-94.5% |