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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 | $927,460 | $157,829+487.6% | $136,867+577.6% | $198,609+367.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 13.28% | 51.25%-38.0pp | 42.97%-29.7pp | 202.70%-189.4pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $31,000 | $5,463+467.5% | $4,924+529.6% | $6,977+344.3% |
| Admin fee / account holder | $429 | $11,107-96.1% | $10,340-95.9% | $19,030-97.7% |