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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 | $201,344+61.3% | $184,243+76.2% | $145,877+122.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.15% | 29.01%-11.9pp | 28.82%-11.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $78,232 | $9,807+697.7% | $9,132+756.6% | $6,691+1069.3% |
| Admin fee / account holder | $147,562 | $16,382+800.8% | $13,914+960.6% | $13,402+1001.0% |