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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 | $318,700 | $202,345+57.5% | $172,755+84.5% | $152,885+108.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 16.19% | 1029.77%-1013.6pp | 802.94%-786.8pp | 345.39%-329.2pp |
| Employer contribution / active EE | $369 | $5,858-93.7% | $5,144-92.8% | $4,763-92.2% |
| Participant deferral / active EE | $4,801 | $5,948-19.3% | $5,198-7.6% | $5,851-17.9% |
| Admin fee / account holder | $5,670 | $17,111-66.9% | $13,955-59.4% | $11,598-51.1% |