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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 | $373,948 | $175,231+113.4% | $149,696+149.8% | $139,466+168.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.43% | 166.77%-147.3pp | 134.46%-115.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $238 | $5,478-95.7% | $4,821-95.1% | $4,754-95.0% |
| Participant deferral / active EE | $2,335 | $6,521-64.2% | $5,682-58.9% | $6,712-65.2% |
| Admin fee / account holder | $72,089 | $16,155+346.2% | $13,212+445.6% | $11,409+531.9% |