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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 | $633,733 | $254,759+148.8% | $216,567+192.6% | $198,609+219.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 5.54% | 10.04%-4.5pp | 12.94%-7.4pp | 202.70%-197.2pp |
| Employer contribution / active EE | $500 | $6,096-91.8% | $5,216-90.4% | $5,055-90.1% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $29,433 | $26,311+11.9% | $21,981+33.9% | $19,030+54.7% |