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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 | $386,193 | $176,077+119.3% | $159,455+142.2% | $167,518+130.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.07% | 331.83%-317.8pp | 263.63%-249.6pp | 478.71%-464.6pp |
| Employer contribution / active EE | $420 | $5,298-92.1% | $4,830-91.3% | $4,838-91.3% |
| Participant deferral / active EE | $6,330 | $7,751-18.3% | $7,353-13.9% | $6,342-0.2% |
| Admin fee / account holder | $17,404 | $12,556+38.6% | $10,800+61.1% | $12,312+41.4% |