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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 | $390,206 | $176,786+120.7% | $146,643+166.1% | $167,536+132.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.88% | 24.04%-13.2pp | 22.75%-11.9pp | 478.82%-467.9pp |
| Employer contribution / active EE | $694 | $5,161-86.6% | $4,137-83.2% | $4,839-85.7% |
| Participant deferral / active EE | $3,750 | $6,440-41.8% | $5,506-31.9% | $6,342-40.9% |
| Admin fee / account holder | $1,971 | $13,262-85.1% | $10,280-80.8% | $12,315-84.0% |