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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 | $154,228+133.6% | $145,433+147.7% | $137,256+162.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.01% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $499 | $4,804-89.6% | $4,554-89.0% | $4,156-88.0% |
| Participant deferral / active EE | $15,871 | $8,216+93.2% | $7,897+101.0% | $6,407+147.7% |
| Admin fee / account holder | $13,140 | $14,344-8.4% | $13,129+0.1% | $12,270+7.1% |