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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 | $17,326 | $35,209-50.8% | $181,922-90.5% | $35,209-50.8% |
| Participation rate | 80.8% | 68.0%+12.7pp | 91.6%-10.8pp | 68.0%+12.7pp |
| Annual return | 4.31% | 7.46%-3.2pp | 11.09%-6.8pp | 7.46%-3.2pp |
| Employer contribution / active EE | $0 | $3,546-100.0% | $8,201-100.0% | $3,546-100.0% |
| Participant deferral / active EE | $0 | $3,634-100.0% | $453-100.0% | $3,634-100.0% |
| Admin fee / account holder | $1,201 | $6,138-80.4% | $144,726-99.2% | $6,138-80.4% |