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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 | $492,481 | $102,638+379.8% | $81,991+500.7% | $158,966+209.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 15.46% | 61.05%-45.6pp | 41.31%-25.9pp | 302.95%-287.5pp |
| Employer contribution / active EE | $275 | $3,241-91.5% | $2,498-89.0% | $4,762-94.2% |
| Participant deferral / active EE | $7,400 | $4,649+59.2% | $3,722+98.8% | $5,983+23.7% |
| Admin fee / account holder | $9,580 | $8,237+16.3% | $5,665+69.1% | $11,250-14.8% |