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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 | $102,382+150.7% | $147,005+74.6% | $80,874+217.4% |
| Participation rate | 85.2% | 75.8%+9.3pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 45.15% | 134.89%-89.7pp | 418.76%-373.6pp | 35.62%+9.5pp |
| Employer contribution / active EE | $403 | $3,715-89.2% | $4,934-91.8% | $2,756-85.4% |
| Participant deferral / active EE | $12,750 | $6,646+91.8% | $8,070+58.0% | $4,297+196.7% |
| Admin fee / account holder | $8,581 | $7,942+8.0% | $13,006-34.0% | $6,935+23.7% |