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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 | $15,664 | $84,551-81.5% | $61,452-74.5% | $134,532-88.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -5.20% | 585.39%-590.6pp | 338.96%-344.2pp | 418.27%-423.5pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,800 | $2,818+70.3% | $2,125+125.9% | $6,401-25.0% |
| Admin fee / account holder | $22,385 | $2,587+765.1% | $2,131+950.4% | $11,429+95.9% |