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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 | $301,452 | $160,070+88.3% | $147,117+104.9% | $145,897+106.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.00% | 98.69%-86.7pp | 420.54%-408.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $220 | $5,285-95.8% | $4,932-95.5% | $4,663-95.3% |
| Participant deferral / active EE | $13,096 | $8,419+55.5% | $8,065+62.4% | $6,689+95.8% |
| Admin fee / account holder | $5,939 | $15,035-60.5% | $12,993-54.3% | $13,390-55.6% |