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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 | $458,327 | $80,812+467.2% | $160,784+185.1% | $82,448+455.9% |
| Participation rate | 71.9% | 66.2%+5.6pp | 77.0%-5.1pp | 68.1%+3.8pp |
| Annual return | 16.82% | 100.59%-83.8pp | 1803.92%-1787.1pp | 41.64%-24.8pp |
| Employer contribution / active EE | $136 | $2,174-93.7% | $3,733-96.4% | $2,551-94.7% |
| Participant deferral / active EE | $5,188 | $4,335+19.7% | $6,293-17.6% | $4,139+25.3% |
| Admin fee / account holder | $11,128 | $7,695+44.6% | $9,717+14.5% | $7,234+53.8% |