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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 | $463,780 | $162,136+186.0% | $152,301+204.5% | $154,746+199.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.18% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $907 | $4,890-81.5% | $4,624-80.4% | $4,379-79.3% |
| Participant deferral / active EE | $14,210 | $8,341+70.4% | $8,004+77.5% | $6,730+111.1% |
| Admin fee / account holder | $1,624 | $15,759-89.7% | $14,398-88.7% | $14,365-88.7% |