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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 | $223,823+291.2% | $211,142+314.7% | $154,746+465.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.51% | 50.39%-36.9pp | 46.84%-33.3pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,358 | $9,750+37.0% | $9,284+43.9% | $6,730+98.5% |
| Admin fee / account holder | $1,557 | $19,707-92.1% | $19,076-91.8% | $14,365-89.2% |