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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 | $257,848 | $106,918+141.2% | $84,021+206.9% | $152,897+68.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.17% | 105.01%-82.8pp | 71.32%-49.1pp | 345.43%-323.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,575 | $4,012-35.8% | $3,239-20.5% | $5,851-56.0% |
| Admin fee / account holder | $7,883 | $8,288-4.9% | $6,102+29.2% | $11,599-32.0% |