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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 | $327,545 | $124,346+163.4% | $111,308+194.3% | $167,536+95.5% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 22.79% | 37.45%-14.7pp | 54.67%-31.9pp | 478.82%-456.0pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $17,753 | $5,182+242.6% | $4,487+295.6% | $6,342+179.9% |
| Admin fee / account holder | $21,719 | $10,621+104.5% | $7,965+172.7% | $12,315+76.4% |