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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 | $468,295 | $156,398+199.4% | $147,318+217.9% | $138,895+237.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $714 | $4,853-85.3% | $4,593-84.5% | $4,194-83.0% |
| Participant deferral / active EE | $3,310 | $8,237-59.8% | $7,906-58.1% | $6,396-48.3% |
| Admin fee / account holder | $785 | $14,976-94.8% | $13,708-94.3% | $12,562-93.8% |