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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 | $453,786 | $156,398+190.1% | $147,318+208.0% | $138,895+226.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 59.23% | 78.75%-19.5pp | 70.43%-11.2pp | 145.39%-86.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $25,351 | $8,237+207.8% | $7,906+220.6% | $6,396+296.3% |
| Admin fee / account holder | $216,864 | $14,976+1348.1% | $13,708+1482.1% | $12,562+1626.3% |