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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 | $398,252 | $176,120+126.1% | $159,487+149.7% | $167,553+137.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.31% | 331.95%-319.6pp | 263.71%-251.4pp | 478.89%-466.6pp |
| Employer contribution / active EE | $905 | $5,299-82.9% | $4,831-81.3% | $4,840-81.3% |
| Participant deferral / active EE | $11,461 | $7,752+47.8% | $7,354+55.9% | $6,343+80.7% |
| Admin fee / account holder | $90,165 | $12,561+617.8% | $10,804+734.6% | $12,316+632.1% |