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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 | $667,046 | $102,422+551.3% | $147,117+353.4% | $80,959+723.9% |
| Participation rate | 78.7% | 75.9%+2.9pp | 82.2%-3.5pp | 67.7%+11.1pp |
| Annual return | 17.44% | 135.16%-117.7pp | 420.54%-403.1pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,680 | $6,652+75.6% | $8,065+44.8% | $4,300+171.6% |
| Admin fee / account holder | $24,029 | $7,953+202.1% | $12,993+84.9% | $6,925+247.0% |