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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 | $294,766 | $182,442+61.6% | $163,379+80.4% | $138,895+112.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.40% | 72.74%-55.3pp | 63.41%-46.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,000 | $6,817+120.0% | $6,282+138.8% | $6,396+134.5% |
| Admin fee / account holder | $3,674 | $10,396-64.7% | $9,818-62.6% | $12,562-70.8% |