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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 | $417,543 | $183,988+126.9% | $162,177+157.5% | $152,897+173.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.12% | 150.79%-126.7pp | 115.60%-91.5pp | 345.43%-321.3pp |
| Employer contribution / active EE | -$94 | $6,370-101.5% | $5,613-101.7% | $4,764-102.0% |
| Participant deferral / active EE | $19,244 | $8,032+139.6% | $7,297+163.7% | $5,851+228.9% |
| Admin fee / account holder | $20,546 | $13,123+56.6% | $10,843+89.5% | $11,599+77.1% |