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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 | $313,179 | $209,422+49.5% | $178,503+75.4% | $158,982+97.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.35% | 188.81%-177.5pp | 151.12%-139.8pp | 302.99%-291.6pp |
| Employer contribution / active EE | $659 | $5,707-88.5% | $5,011-86.8% | $4,763-86.2% |
| Participant deferral / active EE | $6,622 | $5,955+11.2% | $5,202+27.3% | $5,983+10.7% |
| Admin fee / account holder | $3,523 | $17,079-79.4% | $13,987-74.8% | $11,252-68.7% |