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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 | $340,667 | $89,364+281.2% | $141,177+141.3% | $72,983+366.8% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 20.64% | 111.86%-91.2pp | 71.40%-50.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,518 | $5,419+94.1% | $6,710+56.8% | $3,608+191.6% |
| Admin fee / account holder | $24,103 | $5,959+304.5% | $10,263+134.8% | $5,124+370.4% |