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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 | $357,297 | $160,040+123.3% | $147,096+142.9% | $145,877+144.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 22.03% | 98.49%-76.5pp | 419.75%-397.7pp | 551.28%-529.3pp |
| Employer contribution / active EE | $375 | $5,289-92.9% | $4,936-92.4% | $4,663-92.0% |
| Participant deferral / active EE | $20,440 | $8,429+142.5% | $8,071+153.2% | $6,691+205.5% |
| Admin fee / account holder | $712 | $15,050-95.3% | $13,005-94.5% | $13,402-94.7% |