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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 | $92,039 | $178,174-48.3% | $156,181-41.1% | $137,256-32.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.93% | 84.19%-70.3pp | 64.87%-50.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,000 | $4,972-79.9% | $4,294-76.7% | $4,156-75.9% |
| Participant deferral / active EE | $6,548 | $6,888-4.9% | $6,132+6.8% | $6,407+2.2% |
| Admin fee / account holder | $4,539 | $17,404-73.9% | $14,586-68.9% | $12,270-63.0% |