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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 | $13,205 | $147,556-91.1% | $129,031-89.8% | $198,609-93.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 16.02% | 37.41%-21.4pp | 34.67%-18.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $306 | $3,645-91.6% | $3,226-90.5% | $5,055-93.9% |
| Participant deferral / active EE | $15,579 | $5,760+170.5% | $5,217+198.6% | $6,977+123.3% |
| Admin fee / account holder | $2,459 | $15,467-84.1% | $13,208-81.4% | $19,030-87.1% |