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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 | $102,385+353.6% | $147,080+215.8% | $80,935+473.8% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.2pp |
| Annual return | 12.56% | 135.09%-122.5pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | -$152 | $3,717-104.1% | $4,933-103.1% | $2,757-105.5% |
| Participant deferral / active EE | $10,008 | $6,651+50.5% | $8,066+24.1% | $4,299+132.8% |
| Admin fee / account holder | $52,420 | $7,951+559.3% | $12,989+303.6% | $6,924+657.0% |