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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 | $936,255 | $138,076+578.1% | $123,553+657.8% | $135,380+591.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 6.17% | 153.70%-147.5pp | 119.21%-113.0pp | 519.81%-513.6pp |
| Employer contribution / active EE | $467 | $5,152-90.9% | $4,628-89.9% | $4,779-90.2% |
| Participant deferral / active EE | $5,606 | $6,800-17.6% | $6,426-12.8% | $5,609-0.1% |
| Admin fee / account holder | $351 | $10,917-96.8% | $9,284-96.2% | $10,828-96.8% |