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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 | $13,205 | $108,882-87.9% | $96,754-86.4% | $154,746-91.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.02% | 98.39%-82.4pp | 82.04%-66.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $306 | $3,018-89.9% | $2,679-88.6% | $4,379-93.0% |
| Participant deferral / active EE | $15,579 | $5,323+192.7% | $4,758+227.4% | $6,730+131.5% |
| Admin fee / account holder | $2,459 | $10,200-75.9% | $8,905-72.4% | $14,365-82.9% |