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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 | $256,704 | $102,422+150.6% | $147,117+74.5% | $80,959+217.1% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 45.15% | 135.16%-90.0pp | 420.54%-375.4pp | 35.67%+9.5pp |
| Employer contribution / active EE | $403 | $3,717-89.2% | $4,932-91.8% | $2,757-85.4% |
| Participant deferral / active EE | $12,750 | $6,652+91.7% | $8,065+58.1% | $4,300+196.5% |
| Admin fee / account holder | $8,581 | $7,953+7.9% | $12,993-34.0% | $6,925+23.9% |