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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 | $593,999 | $100,970+488.3% | $96,576+515.1% | $137,256+332.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.63% | 38.16%-24.5pp | 38.47%-24.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $315,255 | $8,286+3704.5% | $7,956+3862.3% | $6,407+4820.6% |
| Admin fee / account holder | $161,348 | $11,312+1326.4% | $11,381+1317.7% | $12,270+1215.0% |