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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 | $781,466 | $197,603+295.5% | $177,827+339.5% | $158,950+391.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.12% | 58.76%-45.6pp | 48.32%-35.2pp | 302.91%-289.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $23,000 | $8,404+173.7% | $7,713+198.2% | $5,983+284.4% |
| Admin fee / account holder | $38,757 | $15,402+151.6% | $12,429+211.8% | $11,248+244.6% |