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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 | $341,503 | $162,821+109.7% | $133,978+154.9% | $158,982+114.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 94.94% | 41.95%+53.0pp | 45.10%+49.8pp | 302.99%-208.1pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,731 | $5,910+47.7% | $5,047+73.0% | $5,983+45.9% |
| Admin fee / account holder | $1,405 | $11,742-88.0% | $8,930-84.3% | $11,252-87.5% |