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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 | $712,589 | $110,379+545.6% | $102,412+595.8% | $145,884+388.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.37% | 24.84%+5.5pp | 24.94%+5.4pp | 551.85%-521.5pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,682 | $5,622+90.0% | $5,060+111.1% | $6,690+59.7% |
| Admin fee / account holder | $22,818 | $9,745+134.1% | $8,388+172.0% | $13,392+70.4% |