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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 | $284,164 | $209,425+35.7% | $178,499+59.2% | $158,966+78.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.72% | 188.80%-174.1pp | 151.10%-136.4pp | 302.95%-288.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $17,749 | $5,955+198.1% | $5,202+241.2% | $5,983+196.7% |
| Admin fee / account holder | $12,235 | $17,078-28.4% | $13,986-12.5% | $11,250+8.8% |