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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 | $496,951 | $159,978+210.6% | $147,041+238.0% | $145,978+240.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.04% | 98.36%-82.3pp | 419.21%-403.2pp | 550.52%-534.5pp |
| Employer contribution / active EE | $655 | $5,288-87.6% | $4,935-86.7% | $4,662-86.0% |
| Participant deferral / active EE | $8,832 | $8,429+4.8% | $8,071+9.4% | $6,690+32.0% |
| Admin fee / account holder | $368,576 | $15,053+2348.5% | $13,006+2733.8% | $13,400+2650.5% |