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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 | $334,688 | $209,428+59.8% | $178,498+87.5% | $158,950+110.6% |
| Participation rate | 95.5% | 86.4%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 15.68% | 188.78%-173.1pp | 151.09%-135.4pp | 302.91%-287.2pp |
| Employer contribution / active EE | $674 | $5,707-88.2% | $5,011-86.5% | $4,762-85.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,229 | $17,077-34.2% | $13,985-19.7% | $11,248-0.2% |