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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 | $567,935 | $159,978+255.0% | $147,041+286.2% | $145,978+289.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.20% | 98.36%-81.2pp | 419.21%-402.0pp | 550.52%-533.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,267 | $8,429+57.4% | $8,071+64.4% | $6,690+98.3% |
| Admin fee / account holder | $7,515 | $15,053-50.1% | $13,006-42.2% | $13,400-43.9% |