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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 | $329,285 | $102,385+221.6% | $147,080+123.9% | $80,935+306.8% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 20.02% | 135.09%-115.1pp | 420.17%-400.1pp | 35.66%-15.6pp |
| Employer contribution / active EE | $357 | $3,717-90.4% | $4,933-92.8% | $2,757-87.1% |
| Participant deferral / active EE | $12,600 | $6,651+89.5% | $8,066+56.2% | $4,299+193.1% |
| Admin fee / account holder | $4,311 | $7,951-45.8% | $12,989-66.8% | $6,924-37.7% |