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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 | $291,214 | $137,414+111.9% | $189,537+53.6% | $85,847+239.2% |
| Participation rate | 85.4% | 84.6%+0.8pp | 87.8%-2.4pp | 69.3%+16.0pp |
| Annual return | 17.81% | 38.14%-20.3pp | 555.34%-537.5pp | 318.61%-300.8pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,513 | $6,260+67.9% | $8,220+27.9% | $3,952+166.0% |
| Admin fee / account holder | $24,571 | $8,630+184.7% | $12,048+103.9% | $6,261+292.5% |