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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 | $102,393+383.8% | $147,041+236.9% | $80,911+512.2% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 26.53% | 134.95%-108.4pp | 419.21%-392.7pp | 35.63%-9.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,184 | $6,647+83.3% | $8,071+51.0% | $4,297+183.5% |
| Admin fee / account holder | $7,588 | $7,943-4.5% | $13,006-41.7% | $6,935+9.4% |