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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 | $434,789 | $102,422+324.5% | $147,117+195.5% | $80,959+437.0% |
| Participation rate | 90.2% | 75.9%+14.3pp | 82.2%+8.0pp | 67.7%+22.5pp |
| Annual return | 29.52% | 135.16%-105.6pp | 420.54%-391.0pp | 35.67%-6.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,656 | $6,652+105.3% | $8,065+69.3% | $4,300+217.6% |
| Admin fee / account holder | $6,980 | $7,953-12.2% | $12,993-46.3% | $6,925+0.8% |