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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 | $385,473 | $202,342+90.5% | $172,752+123.1% | $152,897+152.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.36% | 1029.83%-1013.5pp | 802.97%-786.6pp | 345.43%-329.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,551 | $5,948+60.6% | $5,198+83.7% | $5,851+63.2% |
| Admin fee / account holder | $11,647 | $17,111-31.9% | $13,955-16.5% | $11,599+0.4% |