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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 | $875,572 | $209,336+318.3% | $197,124+344.2% | $137,256+537.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.51% | 48.09%-34.6pp | 44.34%-30.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,358 | $9,614+38.9% | $9,135+46.2% | $6,407+108.5% |
| Admin fee / account holder | $1,557 | $17,308-91.0% | $16,298-90.4% | $12,270-87.3% |