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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 | $517,814 | $165,399+213.1% | $149,745+245.8% | $158,982+225.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.37% | 348.34%-330.0pp | 276.72%-258.4pp | 302.99%-284.6pp |
| Employer contribution / active EE | $412 | $5,105-91.9% | $4,646-91.1% | $4,763-91.3% |
| Participant deferral / active EE | $11,771 | $7,183+63.9% | $6,843+72.0% | $5,983+96.7% |
| Admin fee / account holder | $18,484 | $10,811+71.0% | $9,312+98.5% | $11,252+64.3% |