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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 | $550,479 | $160,070+243.9% | $147,117+274.2% | $145,897+277.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 25.56% | 98.69%-73.1pp | 420.54%-395.0pp | 552.29%-526.7pp |
| Employer contribution / active EE | $507 | $5,285-90.4% | $4,932-89.7% | $4,663-89.1% |
| Participant deferral / active EE | $8,823 | $8,419+4.8% | $8,065+9.4% | $6,689+31.9% |
| Admin fee / account holder | $10,684 | $15,035-28.9% | $12,993-17.8% | $13,390-20.2% |