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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 | $436,662 | $375,661+16.2% | $312,151+39.9% | $382,429+14.2% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 28.50% | 0.11%+28.4pp | 1.82%+26.7pp | 248.85%-220.4pp |
| Employer contribution / active EE | $3,796 | $9,697-60.9% | $8,031-52.7% | $8,036-52.8% |
| Participant deferral / active EE | $12,670 | $5,737+120.9% | $5,370+136.0% | $5,727+121.2% |
| Admin fee / account holder | $23,499 | $64,308-63.5% | $51,799-54.6% | $30,732-23.5% |