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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 | $648,478 | $176,105+268.2% | $159,474+306.6% | $167,536+287.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.60% | 331.91%-318.3pp | 263.68%-250.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $782 | $5,299-85.2% | $4,831-83.8% | $4,839-83.8% |
| Participant deferral / active EE | $20,800 | $7,751+168.3% | $7,353+182.9% | $6,342+228.0% |
| Admin fee / account holder | $8,594 | $12,559-31.6% | $10,802-20.4% | $12,315-30.2% |