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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,680 | $154,159-98.3% | $130,026-97.9% | $139,456-98.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.75% | 32.50%-31.8pp | -137.26%+138.0pp | 373.45%-372.7pp |
| Employer contribution / active EE | $25 | $5,292-99.5% | $4,321-99.4% | $4,753-99.5% |
| Participant deferral / active EE | $2,418 | $6,710-64.0% | $5,821-58.5% | $6,711-64.0% |
| Admin fee / account holder | $442 | $14,001-96.8% | $10,608-95.8% | $11,407-96.1% |