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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 | $363,015 | $175,212+107.2% | $149,682+142.5% | $139,427+160.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.68% | 166.63%-151.0pp | 134.35%-118.7pp | 373.27%-357.6pp |
| Employer contribution / active EE | $0 | $5,475-100.0% | $4,818-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $30,000 | $6,520+360.2% | $5,681+428.1% | $6,711+347.0% |
| Admin fee / account holder | $1,783 | $16,150-89.0% | $13,210-86.5% | $11,404-84.4% |