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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 | $300,896 | $97,648+208.1% | $121,663+147.3% | $87,485+243.9% |
| Participation rate | 72.5% | 70.5%+2.0pp | 74.5%-2.0pp | 68.9%+3.6pp |
| Annual return | 13.46% | 18.03%-4.6pp | 147.54%-134.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $9 | $2,300-99.6% | $3,020-99.7% | $2,596-99.7% |
| Participant deferral / active EE | $4,649 | $3,923+18.5% | $4,887-4.9% | $4,274+8.8% |
| Admin fee / account holder | $29,841 | $11,100+168.8% | $14,289+108.8% | $7,775+283.8% |