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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 | $732,339 | $115,810+532.4% | $101,271+623.1% | $158,966+360.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.01% | 56.15%-39.1pp | 46.48%-29.5pp | 302.95%-285.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,250 | $4,958-34.5% | $4,371-25.6% | $5,983-45.7% |
| Admin fee / account holder | $4,697 | $7,248-35.2% | $5,948-21.0% | $11,250-58.3% |