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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 | $352,984 | $148,629+137.5% | $135,982+159.6% | $139,487+153.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.91% | 79.33%-58.4pp | 68.32%-47.4pp | 373.84%-352.9pp |
| Employer contribution / active EE | $371 | $5,247-92.9% | $4,859-92.4% | $4,755-92.2% |
| Participant deferral / active EE | $14,506 | $8,102+79.0% | $7,760+86.9% | $6,713+116.1% |
| Admin fee / account holder | $22,167 | $12,406+78.7% | $10,767+105.9% | $11,407+94.3% |