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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 | $280,163 | $198,457+41.2% | $170,435+64.4% | $147,586+89.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.06% | 257.30%-244.2pp | 205.94%-192.9pp | 578.59%-565.5pp |
| Employer contribution / active EE | $1,164 | $6,183-81.2% | $5,432-78.6% | $4,876-76.1% |
| Participant deferral / active EE | $7,581 | $5,629+34.7% | $4,939+53.5% | $5,439+39.4% |
| Admin fee / account holder | $13,289 | $16,852-21.1% | $13,881-4.3% | $10,886+22.1% |