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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 | $328,522 | $142,354+130.8% | $125,529+161.7% | $155,188+111.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 12.87% | 306.06%-293.2pp | 202.56%-189.7pp | 148.84%-136.0pp |
| Employer contribution / active EE | $320 | $3,501-90.9% | $3,058-89.5% | $4,248-92.5% |
| Participant deferral / active EE | $13,281 | $5,491+141.9% | $4,813+176.0% | $6,531+103.4% |
| Admin fee / account holder | $1,334 | $19,392-93.1% | $16,298-91.8% | $14,480-90.8% |