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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 | $365,519 | $160,070+128.3% | $147,117+148.5% | $145,897+150.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.50% | 98.69%-87.2pp | 420.54%-409.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $122 | $5,285-97.7% | $4,932-97.5% | $4,663-97.4% |
| Participant deferral / active EE | $30,652 | $8,419+264.1% | $8,065+280.1% | $6,689+358.2% |
| Admin fee / account holder | $92,330 | $15,035+514.1% | $12,993+610.6% | $13,390+589.5% |