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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 | $482,838 | $212,777+126.9% | $173,703+178.0% | $198,609+143.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 12.57% | 18.82%-6.3pp | 17.46%-4.9pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,189 | $5,214-77.2% | $4,288-72.3% | $5,055-76.5% |
| Participant deferral / active EE | $9,914 | $5,697+74.0% | $4,854+104.2% | $6,977+42.1% |
| Admin fee / account holder | $3,168 | $19,536-83.8% | $15,562-79.6% | $19,030-83.4% |