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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 | $399,590 | $288,797+38.4% | $239,577+66.8% | $382,429+4.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 7.98% | -3.30%+11.3pp | -0.70%+8.7pp | 248.85%-240.9pp |
| Employer contribution / active EE | $3,935 | $8,558-54.0% | $7,232-45.6% | $8,036-51.0% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $16,351 | $18,649-12.3% | $19,315-15.3% | $30,732-46.8% |