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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 | $602,629 | $155,555+287.4% | $146,866+310.3% | $155,188+288.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 136.42% | 115.41%+21.0pp | 102.85%+33.6pp | 148.84%-12.4pp |
| Employer contribution / active EE | $25 | $4,647-99.5% | $4,425-99.4% | $4,248-99.4% |
| Participant deferral / active EE | $14,475 | $8,044+79.9% | $7,759+86.6% | $6,531+121.6% |
| Admin fee / account holder | $1,625 | $14,755-89.0% | $13,620-88.1% | $14,480-88.8% |