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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 | $424,719 | $110,039+286.0% | $97,260+336.7% | $145,884+191.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.92% | 244.44%-235.5pp | 75.54%-66.6pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,859 | $4,674+260.7% | $4,262+295.6% | $6,690+152.0% |
| Admin fee / account holder | $12,300 | $6,204+98.3% | $5,640+118.1% | $13,392-8.2% |