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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 | $1,484,416 | $176,688+740.1% | $130,660+1036.1% | $152,909+870.8% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.5%-11.0pp |
| Annual return | 26.02% | 2693.08%-2667.1pp | 1709.29%-1683.3pp | 345.46%-319.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,812 | $4,362-58.5% | $3,603-49.7% | $5,851-69.0% |
| Admin fee / account holder | $3,612 | $7,131-49.3% | $5,463-33.9% | $11,601-68.9% |