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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 | $367,112 | $102,245+259.1% | $89,340+310.9% | $137,256+167.5% |
| Participation rate | 76.9% | 74.9%+2.0pp | 69.6%+7.4pp | 80.0%-3.0pp |
| Annual return | 10.27% | 21.89%-11.6pp | 20.57%-10.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,340 | $4,436-69.8% | $3,823-64.9% | $6,407-79.1% |
| Admin fee / account holder | $14,110 | $8,085+74.5% | $6,704+110.5% | $12,270+15.0% |