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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 | $562,248 | $178,174+215.6% | $156,181+260.0% | $137,256+309.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.19% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $28,500 | $6,888+313.8% | $6,132+364.8% | $6,407+344.8% |
| Admin fee / account holder | $26,908 | $17,404+54.6% | $14,586+84.5% | $12,270+119.3% |