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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 | $278,383 | $80,812+244.5% | $160,784+73.1% | $82,448+237.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 15.47% | 100.59%-85.1pp | 1803.92%-1788.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,125 | $4,335+248.9% | $6,293+140.3% | $4,139+265.4% |
| Admin fee / account holder | $977 | $7,695-87.3% | $9,717-89.9% | $7,234-86.5% |