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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 | $371,174 | $117,895+214.8% | $102,460+262.3% | $145,897+154.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.17% | 31.92%-22.8pp | 29.47%-20.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,500 | $5,736+431.7% | $5,056+503.2% | $6,689+356.0% |
| Admin fee / account holder | $2,329 | $13,353-82.6% | $9,460-75.4% | $13,390-82.6% |