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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 | $340,630 | $78,423+334.4% | $95,964+255.0% | $79,856+326.6% |
| Participation rate | 94.1% | 73.5%+20.6pp | 77.1%+17.0pp | 69.6%+24.5pp |
| Annual return | 55.81% | 19.37%+36.4pp | 91.64%-35.8pp | 31.71%+24.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,100 | $3,440-39.0% | $4,167-49.6% | $3,741-43.9% |
| Admin fee / account holder | $9,761 | $5,622+73.6% | $6,797+43.6% | $5,306+83.9% |