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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 | $370,024 | $138,075+168.0% | $123,552+199.5% | $135,379+173.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.98% | 153.70%-145.7pp | 119.20%-111.2pp | 519.79%-511.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,036 | $6,800+32.9% | $6,426+40.6% | $5,609+61.1% |
| Admin fee / account holder | $2,966 | $10,917-72.8% | $9,285-68.1% | $10,828-72.6% |