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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 | $267,972 | $102,245+162.1% | $89,340+199.9% | $137,256+95.2% |
| Participation rate | 91.7% | 74.9%+16.8pp | 69.6%+22.1pp | 80.0%+11.7pp |
| Annual return | 14.98% | 21.89%-6.9pp | 20.57%-5.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,015 | $4,436+261.0% | $3,823+318.9% | $6,407+150.0% |
| Admin fee / account holder | $1,748 | $8,085-78.4% | $6,704-73.9% | $12,270-85.8% |