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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 | $258,893 | $227,399+13.8% | $189,758+36.4% | $198,609+30.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.74% | 61.03%-51.3pp | 52.62%-42.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $1,490 | $5,526-73.0% | $4,767-68.7% | $5,055-70.5% |
| Participant deferral / active EE | $8,033 | $6,837+17.5% | $5,856+37.2% | $6,977+15.1% |
| Admin fee / account holder | $151,918 | $25,162+503.7% | $20,388+645.1% | $19,030+698.3% |