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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 | $326,934 | $102,422+219.2% | $147,117+122.2% | $80,959+303.8% |
| Participation rate | 73.8% | 75.9%-2.1pp | 82.2%-8.4pp | 67.7%+6.1pp |
| Annual return | 15.23% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,360 | $6,652+40.7% | $8,065+16.1% | $4,300+117.6% |
| Admin fee / account holder | $9,195 | $7,953+15.6% | $12,993-29.2% | $6,925+32.8% |