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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 | $8,512 | $184,014-95.4% | $161,149-94.7% | $138,895-93.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 34.85% | 21.52%+13.3pp | 21.16%+13.7pp | 145.39%-110.5pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $39,406 | $6,909+470.3% | $6,153+540.4% | $6,396+516.1% |
| Admin fee / account holder | $406 | $18,027-97.7% | $15,194-97.3% | $12,562-96.8% |