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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 | $166,242+139.3% | $165,071+141.0% | $145,884+172.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.02% | 100.44%-82.4pp | 70.17%-52.2pp | 551.85%-533.8pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,328 | $6,964+120.1% | $6,035+154.0% | $6,690+129.1% |
| Admin fee / account holder | $242,838 | $16,658+1357.7% | $12,695+1812.9% | $13,392+1713.3% |