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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 | $423,568 | $196,972+115.0% | $182,262+132.4% | $198,609+113.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.34% | 158.27%-140.9pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $30,500 | $8,643+252.9% | $8,276+268.5% | $6,977+337.2% |
| Admin fee / account holder | $1,485 | $18,429-91.9% | $16,712-91.1% | $19,030-92.2% |