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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 | $325,867 | $160,040+103.6% | $147,096+121.5% | $145,877+123.4% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 13.24% | 98.49%-85.3pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,927 | $8,429+29.6% | $8,071+35.4% | $6,691+63.3% |
| Admin fee / account holder | $2,376 | $15,050-84.2% | $13,005-81.7% | $13,402-82.3% |