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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 | $24,543 | $90,617-72.9% | $79,476-69.1% | $135,382-81.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.51% | 977.57%-985.1pp | 718.21%-725.7pp | 519.77%-527.3pp |
| Employer contribution / active EE | -$2,104 | $3,068-168.6% | $2,800-175.1% | $4,779-144.0% |
| Participant deferral / active EE | $2,224 | $4,050-45.1% | $3,704-40.0% | $5,609-60.3% |
| Admin fee / account holder | $1,715 | $5,907-71.0% | $5,113-66.5% | $10,829-84.2% |