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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 | $750,231 | $209,336+258.4% | $197,124+280.6% | $137,256+446.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.40% | 48.09%-28.7pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $31,134 | $9,614+223.8% | $9,135+240.8% | $6,407+386.0% |
| Admin fee / account holder | $4,145 | $17,308-76.1% | $16,298-74.6% | $12,270-66.2% |