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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 | $286,343 | $184,000+55.6% | $162,185+76.6% | $152,909+87.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 19.55% | 150.80%-131.2pp | 115.61%-96.1pp | 345.46%-325.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,414 | $8,033+4.7% | $7,297+15.3% | $5,851+43.8% |
| Admin fee / account holder | $22,259 | $13,124+69.6% | $10,844+105.3% | $11,601+91.9% |