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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 | $291,011 | $72,177+303.2% | $115,038+153.0% | $59,633+388.0% |
| Participation rate | 92.9% | 72.6%+20.3pp | 81.4%+11.5pp | 68.7%+24.2pp |
| Annual return | 3.41% | 12.02%-8.6pp | 26.14%-22.7pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,938 | $4,783+128.7% | $6,026+81.5% | $3,192+242.7% |
| Admin fee / account holder | $9,200 | $4,927+86.7% | $8,175+12.5% | $4,297+114.1% |