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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 | $325,884 | $98,776+229.9% | $149,745+117.6% | $79,856+308.1% |
| Participation rate | 83.6% | 75.8%+7.8pp | 82.5%+1.1pp | 69.6%+13.9pp |
| Annual return | 17.09% | 27.38%-10.3pp | 276.72%-259.6pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,749 | $5,681+106.8% | $6,843+71.7% | $3,741+214.1% |
| Admin fee / account holder | $2,439 | $6,053-59.7% | $9,312-73.8% | $5,306-54.0% |