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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 | $730,030 | $166,089+339.5% | $164,928+342.6% | $145,978+400.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.82% | 100.26%-89.4pp | 70.08%-59.3pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,750 | $6,961+68.8% | $6,034+94.7% | $6,690+75.6% |
| Admin fee / account holder | $16,916 | $16,641+1.7% | $12,684+33.4% | $13,400+26.2% |