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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 | $359,348 | $167,522+114.5% | $151,639+137.0% | $134,532+167.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 19.28% | 7.81%+11.5pp | 3.34%+15.9pp | 418.27%-399.0pp |
| Employer contribution / active EE | $846 | $6,828-87.6% | $6,165-86.3% | $4,741-82.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $43,204 | $13,780+213.5% | $11,613+272.0% | $11,429+278.0% |