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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 | $287,978 | $217,432+32.4% | $185,851+55.0% | $167,553+71.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.54% | 148.43%-134.9pp | 122.11%-108.6pp | 478.89%-465.4pp |
| Employer contribution / active EE | $576 | $5,874-90.2% | $5,168-88.9% | $4,840-88.1% |
| Participant deferral / active EE | $4,588 | $6,357-27.8% | $5,569-17.6% | $6,343-27.7% |
| Admin fee / account holder | $15,758 | $19,820-20.5% | $16,245-3.0% | $12,316+27.9% |