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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 | $473,361 | $100,073+373.0% | $85,126+456.1% | $145,877+224.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.16% | 84.11%-61.9pp | 66.63%-44.5pp | 551.28%-529.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,000 | $5,294+277.8% | $4,523+342.2% | $6,691+198.9% |
| Admin fee / account holder | $1,400 | $7,261-80.7% | $6,160-77.3% | $13,402-89.6% |