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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 | $489,022 | $160,070+205.5% | $147,117+232.4% | $145,897+235.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 13.24% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,022 | $5,285-80.7% | $4,932-79.3% | $4,663-78.1% |
| Participant deferral / active EE | $14,824 | $8,419+76.1% | $8,065+83.8% | $6,689+121.6% |
| Admin fee / account holder | $22,814 | $15,035+51.7% | $12,993+75.6% | $13,390+70.4% |