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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 | $324,681 | $201,370+61.2% | $184,256+76.2% | $145,897+122.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.15% | 29.05%-11.9pp | 28.85%-11.7pp | 552.29%-535.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $78,232 | $9,808+697.6% | $9,133+756.6% | $6,689+1069.5% |
| Admin fee / account holder | $147,562 | $16,364+801.7% | $13,899+961.6% | $13,390+1002.0% |