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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 | $160,028+68.0% | $147,080+82.8% | $145,884+84.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.67% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $617 | $5,286-88.3% | $4,933-87.5% | $4,662-86.8% |
| Participant deferral / active EE | $7,667 | $8,422-9.0% | $8,066-4.9% | $6,690+14.6% |
| Admin fee / account holder | $45,822 | $15,030+204.9% | $12,989+252.8% | $13,392+242.2% |