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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 | $693,754 | $185,312+274.4% | $161,489+329.6% | $154,746+348.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.62% | 103.84%-92.2pp | 89.72%-78.1pp | 172.34%-160.7pp |
| Employer contribution / active EE | $891 | $4,769-81.3% | $4,268-79.1% | $4,379-79.7% |
| Participant deferral / active EE | $2,050 | $6,350-67.7% | $5,630-63.6% | $6,730-69.5% |
| Admin fee / account holder | $173,749 | $18,654+831.4% | $16,006+985.5% | $14,365+1109.5% |