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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 | $107,666+451.7% | $102,184+481.3% | $154,746+283.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.63% | 29.33%-15.7pp | 31.58%-17.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $315,255 | $8,719+3515.6% | $8,309+3694.1% | $6,730+4584.1% |
| Admin fee / account holder | $161,348 | $12,943+1146.6% | $11,609+1289.9% | $14,365+1023.2% |