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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,509 | $110,337+135.2% | $102,383+153.5% | $145,877+77.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,436 | $5,621+32.3% | $5,060+47.0% | $6,691+11.1% |
| Admin fee / account holder | $14,193 | $9,750+45.6% | $8,391+69.1% | $13,402+5.9% |