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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 | $347,224 | $168,636+105.9% | $147,618+135.2% | $125,388+176.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.09% | 77.65%-72.6pp | 61.98%-56.9pp | 282.24%-277.2pp |
| Employer contribution / active EE | $1,133 | $6,252-81.9% | $5,565-79.6% | $4,866-76.7% |
| Participant deferral / active EE | $7,833 | $5,507+42.2% | $4,895+60.0% | $5,352+46.4% |
| Admin fee / account holder | $76,003 | $13,580+459.7% | $11,612+554.5% | $9,541+696.6% |