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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 | $346,826 | $161,352+114.9% | $134,172+158.5% | $137,256+152.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.87% | 28.72%-16.8pp | 25.30%-13.4pp | 220.34%-208.5pp |
| Employer contribution / active EE | $278 | $4,099-93.2% | $3,420-91.9% | $4,156-93.3% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,511 | $15,028-50.0% | $12,016-37.5% | $12,270-38.8% |