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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 | $176,071+126.2% | $159,450+149.8% | $167,497+137.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.31% | 331.79%-319.5pp | 263.60%-251.3pp | 478.62%-466.3pp |
| Employer contribution / active EE | $905 | $5,298-82.9% | $4,830-81.3% | $4,838-81.3% |
| Participant deferral / active EE | $11,461 | $7,750+47.9% | $7,352+55.9% | $6,341+80.7% |
| Admin fee / account holder | $90,165 | $12,555+618.1% | $10,800+734.9% | $12,310+632.4% |