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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 | $290,118 | $171,492+69.2% | $150,734+92.5% | $198,609+46.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 6.42% | 804.70%-798.3pp | 600.81%-594.4pp | 202.70%-196.3pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,413 | $6,259+2.5% | $5,610+14.3% | $6,977-8.1% |
| Admin fee / account holder | $5,234 | $17,628-70.3% | $14,905-64.9% | $19,030-72.5% |