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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 | $694,068 | $108,825+537.8% | $156,181+344.4% | $82,448+741.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 85.63% | 20.59%+65.0pp | 64.87%+20.8pp | 41.64%+44.0pp |
| Employer contribution / active EE | $758 | $2,870-73.6% | $4,294-82.3% | $2,551-70.3% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,150 | $9,341-87.7% | $14,586-92.1% | $7,234-84.1% |