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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 | $458,858 | $178,174+157.5% | $156,181+193.8% | $137,256+234.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.21% | 84.19%-68.0pp | 64.87%-48.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,007 | $6,888-41.8% | $6,132-34.7% | $6,407-37.5% |
| Admin fee / account holder | $3,445 | $17,404-80.2% | $14,586-76.4% | $12,270-71.9% |