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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 | $354,421 | $176,077+101.3% | $159,455+122.3% | $167,518+111.6% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 14.42% | 331.83%-317.4pp | 263.63%-249.2pp | 478.71%-464.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $16,005 | $7,751+106.5% | $7,353+117.7% | $6,342+152.4% |
| Admin fee / account holder | $37,184 | $12,556+196.1% | $10,800+244.3% | $12,312+202.0% |