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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 | $348,264 | $117,846+195.5% | $102,434+240.0% | $145,884+138.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.16% | 31.90%-13.7pp | 29.46%-11.3pp | 551.85%-533.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $19,600 | $5,733+241.9% | $5,055+287.7% | $6,690+193.0% |
| Admin fee / account holder | $998 | $13,356-92.5% | $9,462-89.5% | $13,392-92.5% |