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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 | $366,541 | $209,422+75.0% | $178,503+105.3% | $158,982+130.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.86% | 188.81%-176.9pp | 151.12%-139.3pp | 302.99%-291.1pp |
| Employer contribution / active EE | $221 | $5,707-96.1% | $5,011-95.6% | $4,763-95.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,130 | $17,079-75.8% | $13,987-70.5% | $11,252-63.3% |