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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,166-99.4% | $76,735-99.3% | $137,256-99.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 8.18% | 26.50%-18.3pp | 29.77%-21.6pp | 220.34%-212.2pp |
| Employer contribution / active EE | $198 | $2,904-93.2% | $2,454-91.9% | $4,156-95.2% |
| Participant deferral / active EE | $1,447 | $4,726-69.4% | $4,088-64.6% | $6,407-77.4% |
| Admin fee / account holder | $3,565 | $8,403-57.6% | $7,189-50.4% | $12,270-70.9% |