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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 | $300,196 | $202,342+48.4% | $172,752+73.8% | $152,897+96.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.72% | 1029.83%-1015.1pp | 802.97%-788.2pp | 345.43%-330.7pp |
| Employer contribution / active EE | $1,043 | $5,858-82.2% | $5,144-79.7% | $4,764-78.1% |
| Participant deferral / active EE | $2,989 | $5,948-49.8% | $5,198-42.5% | $5,851-48.9% |
| Admin fee / account holder | $30,029 | $17,111+75.5% | $13,955+115.2% | $11,599+158.9% |