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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 | $16,799 | $87,733-80.9% | $106,551-84.2% | $85,856-80.4% |
| Participation rate | 94.6% | 71.9%+22.7pp | 76.1%+18.5pp | 69.3%+25.3pp |
| Annual return | 22.20% | 21.86%+0.3pp | 26.80%-4.6pp | 318.58%-296.4pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,656 | $6,767-60.8% | $7,408-64.1% | $6,261-57.6% |