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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 | $316,169 | $111,814+182.8% | $103,374+205.8% | $145,959+116.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.66% | 24.77%-8.1pp | 24.89%-8.2pp | 561.95%-545.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,935 | $5,618+59.0% | $5,058+76.7% | $6,689+33.6% |
| Admin fee / account holder | $50,000 | $9,754+412.6% | $8,394+495.7% | $13,398+273.2% |