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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 | $963,344 | $185,312+419.9% | $161,489+496.5% | $154,746+522.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 53.67% | 103.84%-50.2pp | 89.72%-36.1pp | 172.34%-118.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,923 | $6,350+87.8% | $5,630+111.8% | $6,730+77.2% |
| Admin fee / account holder | $24,256 | $18,654+30.0% | $16,006+51.5% | $14,365+68.8% |