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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 | $154,580 | $175,259-11.8% | $149,723+3.2% | $139,487+10.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.68% | 166.82%-151.1pp | 134.50%-118.8pp | 373.84%-358.2pp |
| Employer contribution / active EE | $668 | $5,478-87.8% | $4,821-86.1% | $4,755-85.9% |
| Participant deferral / active EE | $11,789 | $6,522+80.8% | $5,682+107.5% | $6,713+75.6% |
| Admin fee / account holder | $1,924 | $16,158-88.1% | $13,215-85.4% | $11,407-83.1% |