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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 | $722,171 | $166,089+334.8% | $164,928+337.9% | $145,978+394.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.02% | 100.26%-88.2pp | 70.08%-58.1pp | 550.52%-538.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,500 | $6,961-21.0% | $6,034-8.8% | $6,690-17.8% |
| Admin fee / account holder | $20,383 | $16,641+22.5% | $12,684+60.7% | $13,400+52.1% |