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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 | $268,871 | $159,978+68.1% | $147,041+82.9% | $145,978+84.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.67% | 98.36%-86.7pp | 419.21%-407.5pp | 550.52%-538.9pp |
| Employer contribution / active EE | $617 | $5,288-88.3% | $4,935-87.5% | $4,662-86.8% |
| Participant deferral / active EE | $7,667 | $8,429-9.0% | $8,071-5.0% | $6,690+14.6% |
| Admin fee / account holder | $45,822 | $15,053+204.4% | $13,006+252.3% | $13,400+241.9% |