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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 | $490,931 | $201,372+143.8% | $184,260+166.4% | $145,884+236.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.04% | 29.04%-7.0pp | 28.84%-6.8pp | 551.85%-529.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,720 | $9,808+80.7% | $9,133+94.0% | $6,690+164.9% |
| Admin fee / account holder | $3,239 | $16,362-80.2% | $13,898-76.7% | $13,392-75.8% |