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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 | $407,560 | $154,159+164.4% | $130,026+213.4% | $139,456+192.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.46% | 32.50%-18.0pp | -137.26%+151.7pp | 373.45%-359.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,107 | $6,710+65.5% | $5,821+90.8% | $6,711+65.5% |
| Admin fee / account holder | $1,941 | $14,001-86.1% | $10,608-81.7% | $11,407-83.0% |