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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 | $294,000 | $202,342+45.3% | $172,753+70.2% | $152,909+92.3% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.5%+13.2pp |
| Annual return | 23.48% | 1029.88%-1006.4pp | 803.00%-779.5pp | 345.46%-322.0pp |
| Employer contribution / active EE | $699 | $5,857-88.1% | $5,144-86.4% | $4,764-85.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,136 | $17,112-75.8% | $13,956-70.4% | $11,601-64.3% |