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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 | $396,266 | $175,231+126.1% | $149,696+164.7% | $139,466+184.1% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 17.79% | 166.77%-149.0pp | 134.46%-116.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $603 | $5,478-89.0% | $4,821-87.5% | $4,754-87.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $8,522 | $16,155-47.2% | $13,212-35.5% | $11,409-25.3% |