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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 | $7,592 | $148,582-94.9% | $135,942-94.4% | $139,456-94.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 43.21% | 79.26%-36.0pp | 68.28%-25.1pp | 373.45%-330.2pp |
| Employer contribution / active EE | $75 | $5,245-98.6% | $4,858-98.4% | $4,753-98.4% |
| Participant deferral / active EE | $9,965 | $8,101+23.0% | $7,759+28.4% | $6,711+48.5% |
| Admin fee / account holder | $10,950 | $12,402-11.7% | $10,764+1.7% | $11,407-4.0% |