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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 | $474,618 | $209,425+126.6% | $178,499+165.9% | $158,966+198.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.80% | 188.80%-176.0pp | 151.10%-138.3pp | 302.95%-290.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,750 | $5,955+30.1% | $5,202+49.0% | $5,983+29.5% |
| Admin fee / account holder | $1,761 | $17,078-89.7% | $13,986-87.4% | $11,250-84.4% |