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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 | $835,547 | $103,038+710.9% | $90,324+825.1% | $152,909+446.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.18% | 95.25%-82.1pp | 78.15%-65.0pp | 345.46%-332.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,952 | $4,282+15.6% | $3,885+27.4% | $5,851-15.4% |
| Admin fee / account holder | $57,502 | $6,177+830.9% | $5,356+973.7% | $11,601+395.7% |