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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 | $336,111 | $72,071+366.4% | $68,368+391.6% | $137,256+144.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 17.47% | 353.14%-335.7pp | 292.57%-275.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $367 | $2,788-86.8% | $2,649-86.2% | $4,156-91.2% |
| Participant deferral / active EE | $1,797 | $4,410-59.3% | $4,123-56.4% | $6,407-72.0% |
| Admin fee / account holder | $264,055 | $5,336+4849.0% | $5,150+5027.5% | $12,270+2052.0% |