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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 | $642,956 | $160,070+301.7% | $147,117+337.0% | $145,897+340.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.23% | 98.69%-83.5pp | 420.54%-405.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $411 | $5,285-92.2% | $4,932-91.7% | $4,663-91.2% |
| Participant deferral / active EE | $9,894 | $8,419+17.5% | $8,065+22.7% | $6,689+47.9% |
| Admin fee / account holder | $191,606 | $15,035+1174.4% | $12,993+1374.7% | $13,390+1330.9% |