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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 | $463,610 | $86,298+437.2% | $111,308+316.5% | $85,847+440.0% |
| Participation rate | 93.9% | 73.3%+20.6pp | 77.3%+16.6pp | 69.3%+24.6pp |
| Annual return | 42.66% | 19.99%+22.7pp | 54.67%-12.0pp | 318.61%-275.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,193 | $3,641-39.8% | $4,487-51.1% | $3,952-44.5% |
| Admin fee / account holder | $1,888 | $8,189-76.9% | $7,965-76.3% | $6,261-69.8% |