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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 | $362,407 | $211,224+71.6% | $178,505+103.0% | $145,897+148.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 31.15% | 30.28%+0.9pp | 27.16%+4.0pp | 552.29%-521.1pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $80,481 | $6,966+1055.4% | $6,280+1181.5% | $6,689+1103.1% |
| Admin fee / account holder | $7,705 | $12,109-36.4% | $10,428-26.1% | $13,390-42.5% |