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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 | $50,131 | $106,974-53.1% | $90,796-44.8% | $138,895-63.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 11.21% | 20.10%-8.9pp | 19.29%-8.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $17,787 | $4,455+299.3% | $3,822+365.4% | $6,396+178.1% |
| Admin fee / account holder | $3,669 | $8,626-57.5% | $7,024-47.8% | $12,562-70.8% |