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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 | $251,718 | $176,105+42.9% | $159,474+57.8% | $167,536+50.2% |
| Participation rate | 85.0% | 85.0%0pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 15.03% | 331.91%-316.9pp | 263.68%-248.6pp | 478.82%-463.8pp |
| Employer contribution / active EE | $800 | $5,299-84.9% | $4,831-83.4% | $4,839-83.5% |
| Participant deferral / active EE | $12,509 | $7,751+61.4% | $7,353+70.1% | $6,342+97.2% |
| Admin fee / account holder | $19,381 | $12,559+54.3% | $10,802+79.4% | $12,315+57.4% |