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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,341 | $70,366-19.9% | $66,674-15.5% | $138,895-59.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 10.26% | 386.41%-376.1pp | 321.24%-311.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $358 | $2,765-87.0% | $2,620-86.3% | $4,194-91.5% |
| Participant deferral / active EE | $6,940 | $4,374+58.7% | $4,084+69.9% | $6,396+8.5% |
| Admin fee / account holder | $47,212 | $5,262+797.1% | $5,098+826.1% | $12,562+275.8% |