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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 | $269,367 | $167,352+61.0% | $143,788+87.3% | $134,509+100.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.96% | 0.47%-2.4pp | -0.03%-1.9pp | 418.13%-420.1pp |
| Employer contribution / active EE | $1,088 | $5,620-80.6% | $4,952-78.0% | $4,741-77.1% |
| Participant deferral / active EE | $2,817 | $6,447-56.3% | $5,638-50.0% | $6,400-56.0% |
| Admin fee / account holder | $1,823 | $18,091-89.9% | $14,675-87.6% | $11,427-84.0% |