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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 | $310,531 | $88,672+250.2% | $105,223+195.1% | $82,448+276.6% |
| Participation rate | 82.1% | 67.9%+14.2pp | 75.0%+7.0pp | 68.1%+14.0pp |
| Annual return | 14.96% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | -$205 | $3,048-106.7% | $3,689-105.5% | $2,551-108.0% |
| Participant deferral / active EE | $14,442 | $4,036+257.8% | $5,072+184.8% | $4,139+248.9% |
| Admin fee / account holder | $37,776 | $7,146+428.6% | $8,859+326.4% | $7,234+422.2% |