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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 | $461,846 | $127,387+262.6% | $115,038+301.5% | $125,389+268.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.06% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $500 | $5,166-90.3% | $4,608-89.1% | $4,866-89.7% |
| Participant deferral / active EE | $12,500 | $6,423+94.6% | $6,026+107.4% | $5,352+133.6% |
| Admin fee / account holder | $18,900 | $9,516+98.6% | $8,175+131.2% | $9,541+98.1% |