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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 | $260,615 | $148,629+75.3% | $135,982+91.7% | $139,487+86.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.05% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $469 | $5,247-91.1% | $4,859-90.3% | $4,755-90.1% |
| Participant deferral / active EE | $14,983 | $8,102+84.9% | $7,760+93.1% | $6,713+123.2% |
| Admin fee / account holder | $24,158 | $12,406+94.7% | $10,767+124.4% | $11,407+111.8% |