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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 | $716,823 | $165,361+333.5% | $149,715+378.8% | $158,950+351.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.48% | 348.24%-324.8pp | 276.66%-253.2pp | 302.91%-279.4pp |
| Employer contribution / active EE | $600 | $5,103-88.2% | $4,645-87.1% | $4,762-87.4% |
| Participant deferral / active EE | $13,600 | $7,182+89.4% | $6,842+98.8% | $5,983+127.3% |
| Admin fee / account holder | $2,338 | $10,808-78.4% | $9,310-74.9% | $11,248-79.2% |