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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 | $73,386 | $138,076-46.9% | $123,553-40.6% | $135,380-45.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.26% | 153.70%-155.0pp | 119.21%-120.5pp | 519.81%-521.1pp |
| Employer contribution / active EE | $751 | $5,152-85.4% | $4,628-83.8% | $4,779-84.3% |
| Participant deferral / active EE | $14,019 | $6,800+106.2% | $6,426+118.2% | $5,609+149.9% |
| Admin fee / account holder | $32,165 | $10,917+194.6% | $9,284+246.4% | $10,828+197.0% |