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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 | $318,331 | $227,566+39.9% | $189,558+67.9% | $167,518+90.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 17.76% | 78.43%-60.7pp | 64.19%-46.4pp | 478.71%-461.0pp |
| Employer contribution / active EE | $30 | $5,316-99.4% | $4,412-99.3% | $4,838-99.4% |
| Participant deferral / active EE | $1,834 | $7,002-73.8% | $6,174-70.3% | $6,342-71.1% |
| Admin fee / account holder | $2,650 | $11,881-77.7% | $9,809-73.0% | $12,312-78.5% |