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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 | $295,220 | $148,629+98.6% | $135,982+117.1% | $139,487+111.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.32% | 79.33%-66.0pp | 68.32%-55.0pp | 373.84%-360.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $29,975 | $8,102+270.0% | $7,760+286.3% | $6,713+346.5% |
| Admin fee / account holder | $44,501 | $12,406+258.7% | $10,767+313.3% | $11,407+290.1% |