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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 | $320,397 | $91,037+251.9% | $71,671+347.0% | $147,586+117.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.50% | 20.48%-8.0pp | 20.65%-8.1pp | 578.59%-566.1pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $24,000 | $4,498+433.5% | $3,438+598.1% | $5,439+341.3% |
| Admin fee / account holder | $4,010 | $8,613-53.4% | $5,558-27.9% | $10,886-63.2% |