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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 | $443,787 | $77,416+473.2% | $69,464+538.9% | $152,897+190.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 22.17% | 39.08%-16.9pp | 28.98%-6.8pp | 345.43%-323.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,028 | $4,413-76.7% | $3,536-70.9% | $5,851-82.4% |
| Admin fee / account holder | $1,826 | $6,208-70.6% | $3,840-52.5% | $11,599-84.3% |