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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 | $306,270 | $211,105+45.1% | $178,449+71.6% | $145,978+109.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.03% | 30.19%-14.2pp | 27.09%-11.1pp | 550.52%-534.5pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $30,500 | $6,959+338.3% | $6,277+385.9% | $6,690+355.9% |
| Admin fee / account holder | $38,123 | $12,017+217.2% | $10,362+267.9% | $13,400+184.5% |