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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 | $7,964 | $69,118-88.5% | $53,647-85.2% | $138,895-94.3% |
| Participation rate | 80.0% | 64.0%+16.0pp | 56.3%+23.7pp | 79.9%+0.1pp |
| Annual return | 16.10% | 248.26%-232.2pp | 358.33%-342.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,130 | $2,274+37.6% | $1,813+72.6% | $6,396-51.1% |
| Admin fee / account holder | $2,310 | $2,724-15.2% | $2,460-6.1% | $12,562-81.6% |