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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 | $395,738 | $183,592+115.6% | $155,574+154.4% | $145,877+171.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.20% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $706 | $5,317-86.7% | $4,676-84.9% | $4,663-84.9% |
| Participant deferral / active EE | $10,700 | $6,466+65.5% | $5,629+90.1% | $6,691+59.9% |
| Admin fee / account holder | $7,994 | $19,316-58.6% | $15,914-49.8% | $13,402-40.4% |