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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 | $539 | $106,588-99.5% | $94,215-99.4% | $155,188-99.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 8.18% | 29.39%-21.2pp | 28.22%-20.0pp | 148.84%-140.7pp |
| Employer contribution / active EE | $198 | $3,080-93.6% | $2,675-92.6% | $4,248-95.3% |
| Participant deferral / active EE | $1,447 | $4,802-69.9% | $4,276-66.2% | $6,531-77.8% |
| Admin fee / account holder | $3,565 | $12,281-71.0% | $10,216-65.1% | $14,480-75.4% |