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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 | $67,585 | $90,691-25.5% | $76,119-11.2% | $145,884-53.7% |
| Participation rate | 81.8% | 74.5%+7.4pp | 69.1%+12.7pp | 80.3%+1.5pp |
| Annual return | 13.38% | 624.52%-611.1pp | 361.25%-347.9pp | 551.85%-538.5pp |
| Employer contribution / active EE | $570 | $3,329-82.9% | $2,693-78.8% | $4,662-87.8% |
| Participant deferral / active EE | $4,057 | $5,167-21.5% | $4,259-4.8% | $6,690-39.4% |
| Admin fee / account holder | $39,840 | $8,383+375.2% | $6,421+520.4% | $13,392+197.5% |