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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 | $276,060 | $160,070+72.5% | $147,117+87.6% | $145,897+89.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.62% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,019 | $5,285-80.7% | $4,932-79.3% | $4,663-78.2% |
| Participant deferral / active EE | $7,918 | $8,419-6.0% | $8,065-1.8% | $6,689+18.4% |
| Admin fee / account holder | $6,825 | $15,035-54.6% | $12,993-47.5% | $13,390-49.0% |