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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 | $397,698 | $97,881+306.3% | $80,004+397.1% | $125,389+217.2% |
| Participation rate | 71.4% | 77.9%-6.4pp | 73.0%-1.6pp | 83.2%-11.8pp |
| Annual return | 1.75% | 9.36%-7.6pp | 7.63%-5.9pp | 282.24%-280.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $23,314 | $6,278+271.4% | $5,033+363.2% | $9,541+144.4% |