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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 | $280,742 | $157,304+78.5% | $141,197+98.8% | $152,909+83.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.25% | 64.34%-42.1pp | 71.41%-49.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $606 | $5,263-88.5% | $4,736-87.2% | $4,764-87.3% |
| Participant deferral / active EE | $13,222 | $7,111+85.9% | $6,710+97.0% | $5,851+126.0% |
| Admin fee / account holder | $2,355 | $12,126-80.6% | $10,265-77.1% | $11,601-79.7% |