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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 | $360,203 | $196,972+82.9% | $182,262+97.6% | $198,609+81.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.01% | 158.27%-142.3pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $499 | $5,364-90.7% | $5,046-90.1% | $5,055-90.1% |
| Participant deferral / active EE | $15,871 | $8,643+83.6% | $8,276+91.8% | $6,977+127.5% |
| Admin fee / account holder | $13,140 | $18,429-28.7% | $16,712-21.4% | $19,030-31.0% |