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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 | $253,116 | $150,447+68.2% | $136,298+85.7% | $147,586+71.5% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 12.23% | 1049.15%-1036.9pp | 5156.27%-5144.0pp | 578.59%-566.4pp |
| Employer contribution / active EE | $857 | $5,256-83.7% | $4,696-81.7% | $4,876-82.4% |
| Participant deferral / active EE | $7,384 | $6,631+11.4% | $6,247+18.2% | $5,439+35.8% |
| Admin fee / account holder | $21,534 | $10,906+97.5% | $9,244+133.0% | $10,886+97.8% |