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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 | $721,809 | $209,888+243.9% | $189,545+280.8% | $167,553+330.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.88% | 748.66%-731.8pp | 555.36%-538.5pp | 478.89%-462.0pp |
| Employer contribution / active EE | $1,449 | $6,915-79.1% | $6,162-76.5% | $4,840-70.1% |
| Participant deferral / active EE | $13,000 | $8,934+45.5% | $8,220+58.1% | $6,343+105.0% |
| Admin fee / account holder | $2,747 | $14,300-80.8% | $12,049-77.2% | $12,316-77.7% |