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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 | $254,570 | $100,938+152.2% | $90,461+181.4% | $158,982+60.1% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 15.06% | 1727.20%-1712.1pp | 1294.76%-1279.7pp | 302.99%-287.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,922 | $4,350+13.2% | $3,964+24.1% | $5,983-17.7% |
| Admin fee / account holder | $14,873 | $6,510+128.5% | $5,617+164.8% | $11,252+32.2% |