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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 | $443,470 | $167,522+164.7% | $151,639+192.5% | $134,532+229.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -7.60% | 7.81%-15.4pp | 3.34%-10.9pp | 418.27%-425.9pp |
| Employer contribution / active EE | $1,321 | $6,828-80.6% | $6,165-78.6% | $4,741-72.1% |
| Participant deferral / active EE | $5,286 | $8,986-41.2% | $8,363-36.8% | $6,401-17.4% |
| Admin fee / account holder | $52,448 | $13,780+280.6% | $11,613+351.6% | $11,429+358.9% |