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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 | $291,627 | $217,432+34.1% | $185,849+56.9% | $167,536+74.1% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 20.73% | 148.42%-127.7pp | 122.10%-101.4pp | 478.82%-458.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,964 | $6,357-53.4% | $5,569-46.8% | $6,342-53.3% |
| Admin fee / account holder | $83,646 | $19,818+322.1% | $16,244+414.9% | $12,315+579.2% |