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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 | $499,710 | $149,040+235.3% | $120,225+315.6% | $137,256+264.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.84% | 605.68%-592.8pp | 439.23%-426.4pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,500 | $4,655+233.0% | $3,999+287.6% | $6,407+141.9% |
| Admin fee / account holder | $16,440 | $6,348+159.0% | $5,696+188.6% | $12,270+34.0% |