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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 | $393,535 | $217,427+81.0% | $185,837+111.8% | $167,518+134.9% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 15.15% | 148.39%-133.2pp | 122.08%-106.9pp | 478.71%-463.6pp |
| Employer contribution / active EE | $824 | $5,874-86.0% | $5,168-84.1% | $4,838-83.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,186 | $19,816-73.8% | $16,241-68.1% | $12,312-57.9% |