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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 | $876,700 | $154,209+468.5% | $130,062+574.1% | $139,487+528.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.33% | 32.52%-16.2pp | -137.37%+153.7pp | 373.84%-357.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,267 | $6,709+67.9% | $5,821+93.6% | $6,713+67.8% |
| Admin fee / account holder | $5,239 | $13,988-62.6% | $10,601-50.6% | $11,407-54.1% |