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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 | $397,872 | $166,131+139.5% | $164,975+141.2% | $145,877+172.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.02% | 100.37%-82.4pp | 70.12%-52.1pp | 551.28%-533.3pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,328 | $6,962+120.2% | $6,033+154.0% | $6,691+129.1% |
| Admin fee / account holder | $242,838 | $16,648+1358.7% | $12,688+1813.9% | $13,402+1711.9% |