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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 | $291,790 | $183,988+58.6% | $162,177+79.9% | $152,897+90.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 29.53% | 150.79%-121.3pp | 115.60%-86.1pp | 345.43%-315.9pp |
| Employer contribution / active EE | $604 | $6,370-90.5% | $5,613-89.2% | $4,764-87.3% |
| Participant deferral / active EE | $3,635 | $8,032-54.7% | $7,297-50.2% | $5,851-37.9% |
| Admin fee / account holder | $2,258 | $13,123-82.8% | $10,843-79.2% | $11,599-80.5% |