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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 | $250,158 | $160,070+56.3% | $147,117+70.0% | $145,897+71.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.26% | 98.69%-84.4pp | 420.54%-406.3pp | 552.29%-538.0pp |
| Employer contribution / active EE | $323 | $5,285-93.9% | $4,932-93.5% | $4,663-93.1% |
| Participant deferral / active EE | $14,738 | $8,419+75.0% | $8,065+82.8% | $6,689+120.3% |
| Admin fee / account holder | $4,798 | $15,035-68.1% | $12,993-63.1% | $13,390-64.2% |