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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 | $53,340 | $201,370-73.5% | $184,256-71.1% | $145,897-63.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.41% | 29.05%-14.6pp | 28.85%-14.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $587 | $7,024-91.6% | $6,427-90.9% | $4,663-87.4% |
| Participant deferral / active EE | $12,421 | $9,808+26.6% | $9,133+36.0% | $6,689+85.7% |
| Admin fee / account holder | $840 | $16,364-94.9% | $13,899-94.0% | $13,390-93.7% |