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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 | $105,244 | $282,059-62.7% | $213,469-50.7% | $154,746-32.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 13.89% | 20.90%-7.0pp | 20.58%-6.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,265 | $6,189-79.6% | $4,994-74.7% | $4,379-71.1% |
| Participant deferral / active EE | $10,332 | $8,186+26.2% | $6,841+51.0% | $6,730+53.5% |
| Admin fee / account holder | $1,013 | $37,435-97.3% | $27,141-96.3% | $14,365-92.9% |