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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 | $339,348 | $166,131+104.3% | $164,975+105.7% | $145,877+132.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.98% | 100.37%-87.4pp | 70.12%-57.1pp | 551.28%-538.3pp |
| Employer contribution / active EE | $250 | $5,276-95.3% | $4,343-94.2% | $4,663-94.6% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,826 | $16,648-41.0% | $12,688-22.6% | $13,402-26.7% |