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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 | $581,667 | $141,004+312.5% | $112,273+418.1% | $139,456+317.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.51% | 32.75%-22.2pp | 30.23%-19.7pp | 373.45%-362.9pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $20,000 | $5,878+240.3% | $4,800+316.7% | $6,711+198.0% |
| Admin fee / account holder | $817 | $9,959-91.8% | $7,752-89.5% | $11,407-92.8% |