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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 | $7,225 | $108,912-93.4% | $100,383-92.8% | $145,959-95.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.71% | 57.96%-49.3pp | 49.26%-40.6pp | 561.95%-553.2pp |
| Employer contribution / active EE | $258 | $4,423-94.2% | $3,944-93.5% | $4,661-94.5% |
| Participant deferral / active EE | $13,575 | $8,451+60.6% | $8,086+67.9% | $6,689+103.0% |
| Admin fee / account holder | $2,035 | $9,690-79.0% | $7,900-74.2% | $13,398-84.8% |