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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 | $702,258 | $148,623+372.5% | $135,974+416.5% | $139,466+403.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.01% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $600 | $5,246-88.6% | $4,859-87.7% | $4,754-87.4% |
| Participant deferral / active EE | $15,600 | $8,103+92.5% | $7,760+101.0% | $6,712+132.4% |
| Admin fee / account holder | $35,181 | $12,406+183.6% | $10,767+226.8% | $11,409+208.4% |