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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 | $646,480 | $138,076+368.2% | $123,553+423.2% | $135,380+377.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.74% | 153.70%-143.0pp | 119.21%-108.5pp | 519.81%-509.1pp |
| Employer contribution / active EE | $297 | $5,152-94.2% | $4,628-93.6% | $4,779-93.8% |
| Participant deferral / active EE | $12,218 | $6,800+79.7% | $6,426+90.1% | $5,609+117.8% |
| Admin fee / account holder | $27,667 | $10,917+153.4% | $9,284+198.0% | $10,828+155.5% |