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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 | $94,031+220.0% | $115,768+159.9% | $82,448+265.0% |
| Participation rate | 72.5% | 70.4%+2.1pp | 74.4%-1.9pp | 68.1%+4.4pp |
| Annual return | 13.46% | 20.61%-7.1pp | 100.46%-87.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $9 | $2,323-99.6% | $2,940-99.7% | $2,551-99.7% |
| Participant deferral / active EE | $4,649 | $3,972+17.0% | $4,917-5.5% | $4,139+12.3% |
| Admin fee / account holder | $29,841 | $10,249+191.1% | $12,439+139.9% | $7,234+312.5% |