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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 | $382,237 | $124,330+207.4% | $109,173+250.1% | $167,536+128.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.60% | 26.04%-11.4pp | 25.75%-11.2pp | 478.82%-464.2pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $26,000 | $5,256+394.6% | $4,654+458.7% | $6,342+309.9% |
| Admin fee / account holder | $1,173 | $7,974-85.3% | $6,755-82.6% | $12,315-90.5% |