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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 | $329,529 | $165,361+99.3% | $149,715+120.1% | $158,950+107.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.62% | 348.24%-333.6pp | 276.66%-262.0pp | 302.91%-288.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,671 | $7,182+20.7% | $6,842+26.7% | $5,983+44.9% |
| Admin fee / account holder | $21,441 | $10,808+98.4% | $9,310+130.3% | $11,248+90.6% |