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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 | $683,417 | $148,558+360.0% | $135,925+402.8% | $139,427+390.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.10% | 79.22%-64.1pp | 68.25%-53.2pp | 373.27%-358.2pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $3,094 | $8,101-61.8% | $7,759-60.1% | $6,711-53.9% |
| Admin fee / account holder | $3,162 | $12,401-74.5% | $10,764-70.6% | $11,404-72.3% |