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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 | $311,595 | $110,337+182.4% | $102,383+204.3% | $145,877+113.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.40% | 24.83%+2.6pp | 24.94%+2.5pp | 551.28%-523.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,315 | $5,621+225.9% | $5,060+262.0% | $6,691+173.7% |
| Admin fee / account holder | $32,969 | $9,750+238.2% | $8,391+292.9% | $13,402+146.0% |