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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,812 | $160,070-90.7% | $147,117-89.9% | $145,897-89.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 24.92% | 98.69%-73.8pp | 420.54%-395.6pp | 552.29%-527.4pp |
| Employer contribution / active EE | $41 | $5,285-99.2% | $4,932-99.2% | $4,663-99.1% |
| Participant deferral / active EE | $10,758 | $8,419+27.8% | $8,065+33.4% | $6,689+60.8% |
| Admin fee / account holder | $3,805 | $15,035-74.7% | $12,993-70.7% | $13,390-71.6% |