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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 | $464,431 | $102,382+353.6% | $147,005+215.9% | $80,874+474.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.7pp | 67.6%+23.3pp |
| Annual return | 12.56% | 134.89%-122.3pp | 418.76%-406.2pp | 35.62%-23.1pp |
| Employer contribution / active EE | -$152 | $3,715-104.1% | $4,934-103.1% | $2,756-105.5% |
| Participant deferral / active EE | $10,008 | $6,646+50.6% | $8,070+24.0% | $4,297+132.9% |
| Admin fee / account holder | $52,420 | $7,942+560.0% | $13,006+303.0% | $6,935+655.9% |