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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 | $343,940 | $160,028+114.9% | $147,080+133.8% | $145,884+135.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 98.60%-82.9pp | 420.17%-404.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,259 | $8,422-13.8% | $8,066-10.0% | $6,690+8.5% |
| Admin fee / account holder | $17,208 | $15,030+14.5% | $12,989+32.5% | $13,392+28.5% |