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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 | $7,347 | $209,336-96.5% | $197,124-96.3% | $137,256-94.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.50% | 48.09%-28.6pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $26 | $6,591-99.6% | $6,227-99.6% | $4,156-99.4% |
| Participant deferral / active EE | $13,954 | $9,614+45.1% | $9,135+52.8% | $6,407+117.8% |
| Admin fee / account holder | $857 | $17,308-95.0% | $16,298-94.7% | $12,270-93.0% |