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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 | $341,573 | $217,432+57.1% | $185,851+83.8% | $167,553+103.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.13% | 148.43%-130.3pp | 122.11%-104.0pp | 478.89%-460.8pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $54,000 | $6,357+749.4% | $5,569+869.7% | $6,343+751.4% |
| Admin fee / account holder | $2,971 | $19,820-85.0% | $16,245-81.7% | $12,316-75.9% |