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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 | $3,660 | $180,749-98.0% | $160,784-97.7% | $137,256-97.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.12% | 2234.46%-2217.3pp | 1803.92%-1786.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $20,435 | $6,844+198.6% | $6,293+224.7% | $6,407+219.0% |
| Admin fee / account holder | $7,240 | $10,397-30.4% | $9,717-25.5% | $12,270-41.0% |