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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 | $10,317 | $112,729-90.8% | $98,716-89.5% | $137,256-92.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.44% | 38.48%-23.0pp | 31.81%-16.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $258 | $2,725-90.5% | $2,279-88.7% | $4,156-93.8% |
| Participant deferral / active EE | $1,997 | $4,640-57.0% | $4,048-50.7% | $6,407-68.8% |
| Admin fee / account holder | $4,076 | $10,129-59.8% | $8,703-53.2% | $12,270-66.8% |