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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 | $262,122 | $124,336+110.8% | $111,303+135.5% | $167,518+56.5% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 10.93% | 37.45%-26.5pp | 54.66%-43.7pp | 478.71%-467.8pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,385 | $5,181-54.0% | $4,487-46.8% | $6,342-62.4% |
| Admin fee / account holder | $20,316 | $10,623+91.3% | $7,966+155.0% | $12,312+65.0% |