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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 | $354,652 | $217,432+63.1% | $185,849+90.8% | $167,536+111.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.65% | 148.42%-134.8pp | 122.10%-108.4pp | 478.82%-465.2pp |
| Employer contribution / active EE | $1,010 | $5,875-82.8% | $5,169-80.5% | $4,839-79.1% |
| Participant deferral / active EE | $7,800 | $6,357+22.7% | $5,569+40.1% | $6,342+23.0% |
| Admin fee / account holder | $8,079 | $19,818-59.2% | $16,244-50.3% | $12,315-34.4% |