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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 | $363,318 | $157,276+131.0% | $141,177+157.3% | $152,885+137.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.59% | 64.33%-42.7pp | 71.40%-49.8pp | 345.39%-323.8pp |
| Employer contribution / active EE | $404 | $5,262-92.3% | $4,736-91.5% | $4,763-91.5% |
| Participant deferral / active EE | $6,717 | $7,110-5.5% | $6,710+0.1% | $5,851+14.8% |
| Admin fee / account holder | $51,980 | $12,123+328.8% | $10,263+406.5% | $11,598+348.2% |