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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 | $314,539 | $201,344+56.2% | $184,243+70.7% | $145,877+115.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.69% | 29.01%-10.3pp | 28.82%-10.1pp | 551.28%-532.6pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,855 | $9,807+92.3% | $9,132+106.5% | $6,691+181.8% |
| Admin fee / account holder | $5,058 | $16,382-69.1% | $13,914-63.6% | $13,402-62.3% |