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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 | $347,264 | $176,077+97.2% | $159,455+117.8% | $167,518+107.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 12.23% | 331.83%-319.6pp | 263.63%-251.4pp | 478.71%-466.5pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $10,742 | $7,751+38.6% | $7,353+46.1% | $6,342+69.4% |
| Admin fee / account holder | $86,004 | $12,556+584.9% | $10,800+696.3% | $12,312+598.5% |