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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 | $623,632 | $117,895+429.0% | $102,460+508.7% | $145,897+327.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 12.34% | 31.92%-19.6pp | 29.47%-17.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,852 | $5,736+263.5% | $5,056+312.4% | $6,689+211.7% |
| Admin fee / account holder | $12,340 | $13,353-7.6% | $9,460+30.4% | $13,390-7.8% |