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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 | $284,911 | $180,459+57.9% | $154,108+84.9% | $135,380+110.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.47% | 888.21%-879.7pp | 735.21%-726.7pp | 519.81%-511.3pp |
| Employer contribution / active EE | $1,098 | $6,035-81.8% | $5,298-79.3% | $4,779-77.0% |
| Participant deferral / active EE | $2,792 | $5,806-51.9% | $5,081-45.1% | $5,609-50.2% |
| Admin fee / account holder | $23,531 | $16,145+45.7% | $13,411+75.5% | $10,828+117.3% |