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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 | $265,397 | $160,059+65.8% | $140,019+89.5% | $135,379+96.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | 7.35% | 911.44%-904.1pp | 651.15%-643.8pp | 519.79%-512.4pp |
| Employer contribution / active EE | $915 | $6,420-85.7% | $5,605-83.7% | $4,779-80.9% |
| Participant deferral / active EE | $4,307 | $7,641-43.6% | $6,927-37.8% | $5,609-23.2% |
| Admin fee / account holder | $32,020 | $13,328+140.2% | $10,705+199.1% | $10,828+195.7% |