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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 | $312,395 | $202,345+54.4% | $172,755+80.8% | $152,885+104.3% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 25.13% | 1029.77%-1004.6pp | 802.94%-777.8pp | 345.39%-320.3pp |
| Employer contribution / active EE | $871 | $5,858-85.1% | $5,144-83.1% | $4,763-81.7% |
| Participant deferral / active EE | $2,119 | $5,948-64.4% | $5,198-59.2% | $5,851-63.8% |
| Admin fee / account holder | $957 | $17,111-94.4% | $13,955-93.1% | $11,598-91.7% |