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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 | $483,593 | $138,076+250.2% | $123,553+291.4% | $135,380+257.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.76% | 153.70%-145.9pp | 119.21%-111.4pp | 519.81%-512.0pp |
| Employer contribution / active EE | $689 | $5,152-86.6% | $4,628-85.1% | $4,779-85.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,517 | $10,917-86.1% | $9,284-83.7% | $10,828-86.0% |