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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 | $331,395 | $121,701+172.3% | $104,639+216.7% | $158,982+108.4% |
| Participation rate | 94.4% | 77.5%+16.9pp | 74.1%+20.4pp | 82.0%+12.5pp |
| Annual return | 4.11% | 465.72%-461.6pp | 340.67%-336.6pp | 302.99%-298.9pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $43,847 | $7,778+463.7% | $6,465+578.2% | $11,252+289.7% |