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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 | $385,016 | $166,131+131.8% | $164,975+133.4% | $145,877+163.9% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 21.08% | 100.37%-79.3pp | 70.12%-49.0pp | 551.28%-530.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,834 | $6,962-30.6% | $6,033-19.9% | $6,691-27.7% |
| Admin fee / account holder | $45,541 | $16,648+173.6% | $12,688+258.9% | $13,402+239.8% |