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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 | $439,017 | $131,835+233.0% | $108,582+304.3% | $273,972+60.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 10.52% | -91.57%+102.1pp | -51.70%+62.2pp | 41.46%-30.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,536 | $5,127-31.0% | $4,311-18.0% | $5,287-33.1% |
| Admin fee / account holder | $14,069 | $10,253+37.2% | $7,645+84.0% | $10,133+38.8% |