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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 | $291,593 | $148,582+96.3% | $135,942+114.5% | $139,456+109.1% |
| Participation rate | 91.3% | 83.9%+7.4pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 16.82% | 79.26%-62.4pp | 68.28%-51.5pp | 373.45%-356.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,778 | $8,101+33.0% | $7,759+38.9% | $6,711+60.6% |
| Admin fee / account holder | $19,191 | $12,402+54.7% | $10,764+78.3% | $11,407+68.2% |