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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 | $291,891 | $138,102+111.4% | $125,381+132.8% | $134,532+117.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.17% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $435 | $5,245-91.7% | $4,815-91.0% | $4,741-90.8% |
| Participant deferral / active EE | $6,440 | $7,801-17.4% | $7,448-13.5% | $6,401+0.6% |
| Admin fee / account holder | $3,843 | $11,568-66.8% | $10,007-61.6% | $11,429-66.4% |