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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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $300,135 | $156,398+91.9% | $147,318+103.7% | $138,895+116.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.85% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $866 | $4,853-82.2% | $4,593-81.1% | $4,194-79.4% |
| Participant deferral / active EE | $5,044 | $8,237-38.8% | $7,906-36.2% | $6,396-21.1% |
| Admin fee / account holder | $15,537 | $14,976+3.7% | $13,708+13.3% | $12,562+23.7% |