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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 | $324,673 | $162,812+99.4% | $133,971+142.3% | $158,966+104.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.34% | 41.94%-26.6pp | 45.09%-29.8pp | 302.95%-287.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $21,125 | $5,910+257.4% | $5,047+318.6% | $5,983+253.1% |
| Admin fee / account holder | $5,669 | $11,741-51.7% | $8,929-36.5% | $11,250-49.6% |