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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 | $267,151 | $89,370+198.9% | $141,197+89.2% | $72,976+266.1% |
| Participation rate | 83.8% | 75.1%+8.7pp | 82.5%+1.3pp | 69.5%+14.3pp |
| Annual return | 23.62% | 111.88%-88.3pp | 71.41%-47.8pp | 81.02%-57.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,310 | $5,419+108.7% | $6,710+68.6% | $3,608+213.5% |
| Admin fee / account holder | $53,787 | $5,957+803.0% | $10,265+424.0% | $5,124+949.7% |