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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 | $598,600 | $72,465+726.1% | $67,575+785.8% | $145,884+310.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.75% | 7222.56%-7208.8pp | 3528.98%-3515.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $172,909 | $4,786+3513.1% | $4,003+4219.0% | $6,690+2484.7% |
| Admin fee / account holder | $8,476 | $5,515+53.7% | $3,993+112.3% | $13,392-36.7% |