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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 | $201,259+61.3% | $184,200+76.3% | $145,959+122.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.15% | 28.98%-11.8pp | 28.80%-11.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $78,232 | $9,806+697.8% | $9,132+756.7% | $6,689+1069.7% |
| Admin fee / account holder | $147,562 | $16,372+801.3% | $13,907+961.1% | $13,398+1001.4% |