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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 | $389,714 | $102,422+280.5% | $147,117+164.9% | $80,959+381.4% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 15.21% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,779 | $6,652+92.1% | $8,065+58.5% | $4,300+197.2% |
| Admin fee / account holder | $17,733 | $7,953+123.0% | $12,993+36.5% | $6,925+156.1% |