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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 | $101,950+195.1% | $125,529+139.7% | $86,983+245.9% |
| Participation rate | 72.5% | 70.2%+2.3pp | 74.7%-2.2pp | 69.5%+3.0pp |
| Annual return | 13.46% | 18.29%-4.8pp | 202.56%-189.1pp | 25.83%-12.4pp |
| Employer contribution / active EE | $9 | $2,358-99.6% | $3,058-99.7% | $2,584-99.7% |
| Participant deferral / active EE | $4,649 | $3,862+20.4% | $4,813-3.4% | $4,194+10.8% |
| Admin fee / account holder | $29,841 | $12,791+133.3% | $16,298+83.1% | $7,856+279.9% |