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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 | $40,868 | $185,883-78.0% | $170,043-76.0% | $139,466-70.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.83% | 60.54%-41.7pp | 53.40%-34.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $640 | $7,596-91.6% | $6,790-90.6% | $4,754-86.5% |
| Participant deferral / active EE | $13,550 | $11,626+16.5% | $10,410+30.2% | $6,712+101.9% |
| Admin fee / account holder | $1,485 | $15,393-90.4% | $12,824-88.4% | $11,409-87.0% |