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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 | $429,864 | $183,592+134.1% | $155,567+176.3% | $145,959+194.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.32% | 61.24%-51.9pp | 64.74%-55.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $33,000 | $6,464+410.5% | $5,628+486.4% | $6,689+393.4% |
| Admin fee / account holder | $2,219 | $19,318-88.5% | $15,916-86.1% | $13,398-83.4% |