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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 | $297,897 | $178,174+67.2% | $156,181+90.7% | $137,256+117.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.84% | 84.19%-72.3pp | 64.87%-53.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,762 | $6,888-45.4% | $6,132-38.7% | $6,407-41.3% |
| Admin fee / account holder | $7,364 | $17,404-57.7% | $14,586-49.5% | $12,270-40.0% |