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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 | $217,432+81.0% | $185,849+111.7% | $167,536+134.9% |
| Participation rate | 94.4% | 86.1%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 15.15% | 148.42%-133.3pp | 122.10%-106.9pp | 478.82%-463.7pp |
| Employer contribution / active EE | $824 | $5,875-86.0% | $5,169-84.1% | $4,839-83.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,186 | $19,818-73.8% | $16,244-68.1% | $12,315-57.9% |