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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 | $102,422+353.4% | $147,117+215.7% | $80,959+473.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.2pp |
| Annual return | 12.56% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | -$152 | $3,717-104.1% | $4,932-103.1% | $2,757-105.5% |
| Participant deferral / active EE | $10,008 | $6,652+50.5% | $8,065+24.1% | $4,300+132.7% |
| Admin fee / account holder | $52,420 | $7,953+559.1% | $12,993+303.5% | $6,925+656.9% |