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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 | $227,291-96.8% | $214,702-96.6% | $155,188-95.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.50% | 60.08%-40.6pp | 54.55%-35.0pp | 148.84%-129.3pp |
| Employer contribution / active EE | $26 | $6,772-99.6% | $6,461-99.6% | $4,248-99.4% |
| Participant deferral / active EE | $13,954 | $9,582+45.6% | $9,147+52.6% | $6,531+113.6% |
| Admin fee / account holder | $857 | $20,413-95.8% | $19,830-95.7% | $14,480-94.1% |