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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 | $297,204 | $150,447+97.5% | $136,298+118.1% | $147,586+101.4% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 16.67% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $755 | $5,256-85.6% | $4,696-83.9% | $4,876-84.5% |
| Participant deferral / active EE | $12,533 | $6,631+89.0% | $6,247+100.6% | $5,439+130.4% |
| Admin fee / account holder | $5,160 | $10,906-52.7% | $9,244-44.2% | $10,886-52.6% |