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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 | $280,767 | $76,368+267.6% | $67,681+314.8% | $154,746+81.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.25% | 1066.77%-1051.5pp | 590.58%-575.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $258 | $3,151-91.8% | $2,678-90.4% | $4,379-94.1% |
| Participant deferral / active EE | $1,978 | $4,824-59.0% | $3,976-50.3% | $6,730-70.6% |
| Admin fee / account holder | $2,909 | $8,559-66.0% | $6,100-52.3% | $14,365-79.7% |