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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 | $368,059 | $159,934+130.1% | $147,005+150.4% | $145,959+152.2% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 13.00% | 98.24%-85.2pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $417 | $5,287-92.1% | $4,934-91.6% | $4,661-91.1% |
| Participant deferral / active EE | $5,797 | $8,427-31.2% | $8,070-28.2% | $6,689-13.3% |
| Admin fee / account holder | $7,695 | $15,053-48.9% | $13,006-40.8% | $13,398-42.6% |