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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 | $340,357 | $92,219+269.1% | $76,768+343.4% | $135,379+151.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 5.92% | 5.46%+0.5pp | 2.43%+3.5pp | 519.79%-513.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,701 | $4,508+159.5% | $3,852+203.8% | $5,609+108.6% |
| Admin fee / account holder | $2,406 | $10,749-77.6% | $6,675-64.0% | $10,828-77.8% |