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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 | $344,548 | $168,635+104.3% | $147,617+133.4% | $125,389+174.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.54% | 77.65%-79.2pp | 61.98%-63.5pp | 282.24%-283.8pp |
| Employer contribution / active EE | $301 | $6,252-95.2% | $5,564-94.6% | $4,866-93.8% |
| Participant deferral / active EE | $19,284 | $5,507+250.2% | $4,895+293.9% | $5,352+260.3% |
| Admin fee / account holder | $1,834 | $13,580-86.5% | $11,612-84.2% | $9,541-80.8% |