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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.)
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 | $56,267 | $197,603-71.5% | $177,827-68.4% | $158,950-64.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.18% | 58.76%-46.6pp | 48.32%-36.1pp | 302.91%-290.7pp |
| Employer contribution / active EE | $1,099 | $6,698-83.6% | $5,918-81.4% | $4,762-76.9% |
| Participant deferral / active EE | $6,753 | $8,404-19.7% | $7,713-12.5% | $5,983+12.9% |
| Admin fee / account holder | $14,187 | $15,402-7.9% | $12,429+14.1% | $11,248+26.1% |