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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 | $343,850 | $167,522+105.3% | $151,639+126.8% | $134,532+155.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -15.58% | 7.81%-23.4pp | 3.34%-18.9pp | 418.27%-433.8pp |
| Employer contribution / active EE | $115 | $6,828-98.3% | $6,165-98.1% | $4,741-97.6% |
| Participant deferral / active EE | $18,404 | $8,986+104.8% | $8,363+120.1% | $6,401+187.5% |
| Admin fee / account holder | $39,163 | $13,780+184.2% | $11,613+237.2% | $11,429+242.7% |