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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 | $273,874 | $102,382+167.5% | $147,005+86.3% | $80,874+238.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.56% | 134.89%-119.3pp | 418.76%-403.2pp | 35.62%-20.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,629 | $6,646+105.1% | $8,070+68.9% | $4,297+217.2% |
| Admin fee / account holder | $10,571 | $7,942+33.1% | $13,006-18.7% | $6,935+52.4% |