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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 | $200,836 | $148,582+35.2% | $135,942+47.7% | $139,456+44.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.26% | 79.26%-59.0pp | 68.28%-48.0pp | 373.45%-353.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,399 | $8,101+28.4% | $7,759+34.0% | $6,711+54.9% |
| Admin fee / account holder | $36,358 | $12,402+193.2% | $10,764+237.8% | $11,407+218.7% |