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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 | $670,320 | $81,457+722.9% | $103,378+548.4% | $80,911+728.5% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 36.25% | 25.58%+10.7pp | 24.91%+11.3pp | 35.63%+0.6pp |
| Employer contribution / active EE | $76 | $3,107-97.6% | $3,870-98.0% | $2,756-97.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $32,305 | $6,717+381.0% | $8,401+284.5% | $6,935+365.9% |