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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 | $353,530 | $148,582+137.9% | $135,942+160.1% | $139,456+153.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.23% | 79.26%-65.0pp | 68.28%-54.0pp | 373.45%-359.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,625 | $8,101+43.5% | $7,759+49.8% | $6,711+73.2% |
| Admin fee / account holder | $4,125 | $12,402-66.7% | $10,764-61.7% | $11,407-63.8% |