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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 | $495,359 | $102,422+383.6% | $147,117+236.7% | $80,959+511.9% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 26.53% | 135.16%-108.6pp | 420.54%-394.0pp | 35.67%-9.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,184 | $6,652+83.2% | $8,065+51.1% | $4,300+183.3% |
| Admin fee / account holder | $7,588 | $7,953-4.6% | $12,993-41.6% | $6,925+9.6% |