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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 | $185,141+87.3% | $153,416+126.1% | $155,188+123.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 11.87% | 18.72%-6.9pp | 17.84%-6.0pp | 148.84%-137.0pp |
| Employer contribution / active EE | $278 | $4,489-93.8% | $3,764-92.6% | $4,248-93.5% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,511 | $16,005-53.1% | $13,095-42.6% | $14,480-48.1% |