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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 | $351,349 | $209,874+67.4% | $189,537+85.4% | $167,536+109.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.20% | 748.61%-736.4pp | 555.34%-543.1pp | 478.82%-466.6pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,859 | $8,934+32.7% | $8,220+44.3% | $6,342+87.0% |
| Admin fee / account holder | $5,722 | $14,299-60.0% | $12,048-52.5% | $12,315-53.5% |