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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 | $176,120+119.3% | $159,487+142.1% | $167,553+130.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.07% | 331.95%-317.9pp | 263.71%-249.6pp | 478.89%-464.8pp |
| Employer contribution / active EE | $420 | $5,299-92.1% | $4,831-91.3% | $4,840-91.3% |
| Participant deferral / active EE | $6,330 | $7,752-18.3% | $7,354-13.9% | $6,343-0.2% |
| Admin fee / account holder | $17,404 | $12,561+38.6% | $10,804+61.1% | $12,316+41.3% |