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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 | $156,398+285.3% | $147,318+309.1% | $138,895+333.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 136.42% | 78.75%+57.7pp | 70.43%+66.0pp | 145.39%-9.0pp |
| Employer contribution / active EE | $25 | $4,853-99.5% | $4,593-99.5% | $4,194-99.4% |
| Participant deferral / active EE | $14,475 | $8,237+75.7% | $7,906+83.1% | $6,396+126.3% |
| Admin fee / account holder | $1,625 | $14,976-89.2% | $13,708-88.1% | $12,562-87.1% |