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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 | $393,348 | $162,136+142.6% | $152,301+158.3% | $154,746+154.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.19% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.2pp |
| Employer contribution / active EE | $135 | $4,890-97.2% | $4,624-97.1% | $4,379-96.9% |
| Participant deferral / active EE | $6,175 | $8,341-26.0% | $8,004-22.8% | $6,730-8.3% |
| Admin fee / account holder | $37,528 | $15,759+138.1% | $14,398+160.7% | $14,365+161.2% |