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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 | $435,238 | $166,268+161.8% | $165,100+163.6% | $145,897+198.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.61% | 100.52%-85.9pp | 70.21%-55.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $396 | $5,284-92.5% | $4,348-90.9% | $4,663-91.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $24,027 | $16,659+44.2% | $12,696+89.3% | $13,390+79.4% |