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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 | $801,760 | $145,431+451.3% | $211,142+279.7% | $87,485+816.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 16.65% | 27.21%-10.6pp | 46.84%-30.2pp | 26.06%-9.4pp |
| Employer contribution / active EE | $809 | $4,662-82.6% | $6,442-87.4% | $2,596-68.8% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $26,463 | $17,052+55.2% | $19,076+38.7% | $7,775+240.4% |