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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 | $270,908 | $165,361+63.8% | $149,715+80.9% | $158,950+70.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.83% | 348.24%-332.4pp | 276.66%-260.8pp | 302.91%-287.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,077 | $7,182-29.3% | $6,842-25.8% | $5,983-15.1% |
| Admin fee / account holder | $13,516 | $10,808+25.1% | $9,310+45.2% | $11,248+20.2% |