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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 | $414,389 | $148,558+178.9% | $135,925+204.9% | $139,427+197.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.11% | 79.22%-59.1pp | 68.25%-48.1pp | 373.27%-353.2pp |
| Employer contribution / active EE | $983 | $5,244-81.2% | $4,857-79.8% | $4,752-79.3% |
| Participant deferral / active EE | $12,828 | $8,101+58.4% | $7,759+65.3% | $6,711+91.2% |
| Admin fee / account holder | $8,040 | $12,401-35.2% | $10,764-25.3% | $11,404-29.5% |