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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 | $370,237 | $89,367+314.3% | $141,191+162.2% | $72,975+407.3% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 21.58% | 111.87%-90.3pp | 71.41%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,961 | $5,419+46.9% | $6,710+18.6% | $3,608+120.7% |
| Admin fee / account holder | $51,755 | $5,957+768.9% | $10,264+404.2% | $5,124+910.0% |