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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 | $355,624 | $106,588+233.6% | $94,215+277.5% | $155,188+129.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 13.85% | 29.39%-15.5pp | 28.22%-14.4pp | 148.84%-135.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,273 | $4,802+155.6% | $4,276+187.0% | $6,531+87.9% |
| Admin fee / account holder | $1,638 | $12,281-86.7% | $10,216-84.0% | $14,480-88.7% |