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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 | $262,077 | $96,236+172.3% | $136,072+92.6% | $80,935+223.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 14.40% | 28.74%-14.3pp | 580.46%-566.1pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,216-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $23,028 | $5,709+303.4% | $7,028+227.7% | $4,299+435.6% |
| Admin fee / account holder | $2,881 | $8,250-65.1% | $6,718-57.1% | $6,924-58.4% |