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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 | $377,143 | $82,028+359.8% | $123,105+206.4% | $59,633+532.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.18% | 5.12%-3.9pp | 13.22%-12.0pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $11,776 | $4,667+152.3% | $6,229+89.0% | $3,192+269.0% |
| Admin fee / account holder | $15,490 | $5,879+163.5% | $9,014+71.8% | $4,297+260.5% |