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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 | $318,704 | $160,070+99.1% | $147,117+116.6% | $145,897+118.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 18.41% | 98.69%-80.3pp | 420.54%-402.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $664 | $5,285-87.4% | $4,932-86.5% | $4,663-85.8% |
| Participant deferral / active EE | $2,871 | $8,419-65.9% | $8,065-64.4% | $6,689-57.1% |
| Admin fee / account holder | $49,378 | $15,035+228.4% | $12,993+280.0% | $13,390+268.8% |