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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 | $325,357 | $102,938+216.1% | $94,105+245.7% | $138,895+134.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 16.40% | 250.28%-233.9pp | 204.55%-188.2pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,244 | $4,196+120.3% | $3,881+138.2% | $6,396+44.5% |
| Admin fee / account holder | $3,079 | $6,600-53.4% | $6,199-50.3% | $12,562-75.5% |