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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 | $7,760 | $150,435-94.8% | $120,580-93.6% | $145,897-94.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 10.83% | 154.60%-143.8pp | 107.48%-96.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,550 | $6,174+281.4% | $4,995+371.4% | $6,689+252.1% |
| Admin fee / account holder | $3,199 | $12,182-73.7% | $9,418-66.0% | $13,390-76.1% |