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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 | $449,907 | $178,174+152.5% | $156,181+188.1% | $137,256+227.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.13% | 84.19%-71.1pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,032 | $4,972-79.2% | $4,294-76.0% | $4,156-75.2% |
| Participant deferral / active EE | $23,500 | $6,888+241.2% | $6,132+283.2% | $6,407+266.8% |
| Admin fee / account holder | $3,512 | $17,404-79.8% | $14,586-75.9% | $12,270-71.4% |