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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 | $5,332 | $106,588-95.0% | $94,215-94.3% | $155,188-96.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 55.97% | 29.39%+26.6pp | 28.22%+27.8pp | 148.84%-92.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $57,289 | $4,802+1092.9% | $4,276+1239.8% | $6,531+777.2% |
| Admin fee / account holder | $3,052 | $12,281-75.1% | $10,216-70.1% | $14,480-78.9% |