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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 | $268,264 | $102,385+162.0% | $147,080+82.4% | $80,935+231.5% |
| Participation rate | 86.4% | 75.9%+10.6pp | 82.2%+4.2pp | 67.7%+18.8pp |
| Annual return | 13.46% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $5 | $3,717-99.9% | $4,933-99.9% | $2,757-99.8% |
| Participant deferral / active EE | $10,388 | $6,651+56.2% | $8,066+28.8% | $4,299+141.6% |
| Admin fee / account holder | $4,913 | $7,951-38.2% | $12,989-62.2% | $6,924-29.0% |