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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 | $516,091 | $108,882+374.0% | $96,754+433.4% | $154,746+233.5% |
| Participation rate | 85.7% | 75.1%+10.6pp | 70.3%+15.4pp | 80.7%+5.0pp |
| Annual return | 14.54% | 98.39%-83.8pp | 82.04%-67.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,328 | $5,323+188.0% | $4,758+222.2% | $6,730+127.7% |
| Admin fee / account holder | $85,712 | $10,200+740.3% | $8,905+862.5% | $14,365+496.7% |