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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 | $727,744 | $132,099+450.9% | $115,599+529.5% | $138,895+424.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 16.95% | 176.76%-159.8pp | 111.10%-94.1pp | 145.39%-128.4pp |
| Employer contribution / active EE | $605 | $3,416-82.3% | $2,955-79.5% | $4,194-85.6% |
| Participant deferral / active EE | $11,905 | $5,617+112.0% | $4,889+143.5% | $6,396+86.1% |
| Admin fee / account holder | $2,222 | $15,650-85.8% | $12,841-82.7% | $12,562-82.3% |