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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 | $336,589 | $208,088+61.8% | $186,193+80.8% | $154,746+117.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 9.22% | 89.97%-80.8pp | 78.03%-68.8pp | 172.34%-163.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $25,092 | $7,078+254.5% | $6,513+285.3% | $6,730+272.8% |
| Admin fee / account holder | $2,464 | $11,698-78.9% | $11,058-77.7% | $14,365-82.8% |