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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 | $257,518 | $138,386+86.1% | $184,260+39.8% | $80,935+218.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 22.98% | 20.02%+3.0pp | 28.84%-5.9pp | 35.66%-12.7pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $15,934 | $7,076+125.2% | $9,133+74.5% | $4,299+270.6% |
| Admin fee / account holder | $5,021 | $10,489-52.1% | $13,898-63.9% | $6,924-27.5% |