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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 | $488,735 | $148,582+228.9% | $135,942+259.5% | $139,456+250.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.67% | 79.26%-54.6pp | 68.28%-43.6pp | 373.45%-348.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $20,925 | $8,101+158.3% | $7,759+169.7% | $6,711+211.8% |
| Admin fee / account holder | $67,045 | $12,402+440.6% | $10,764+522.9% | $11,407+487.7% |