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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 | $252,894 | $132,634+90.7% | $115,768+118.4% | $137,256+84.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.93% | 160.70%-144.8pp | 100.46%-84.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,323 | $5,619+101.5% | $4,917+130.3% | $6,407+76.7% |
| Admin fee / account holder | $741 | $15,028-95.1% | $12,439-94.0% | $12,270-94.0% |