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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,188 | $159,934-84.9% | $147,005-83.5% | $145,959-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.18% | 98.24%-89.1pp | 418.76%-409.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $200 | $5,287-96.2% | $4,934-95.9% | $4,661-95.7% |
| Participant deferral / active EE | $3,249 | $8,427-61.4% | $8,070-59.7% | $6,689-51.4% |
| Admin fee / account holder | $9,921 | $15,053-34.1% | $13,006-23.7% | $13,398-26.0% |