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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 | $459,365 | $156,398+193.7% | $147,318+211.8% | $138,895+230.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.38% | 78.75%-63.4pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $707 | $4,853-85.4% | $4,593-84.6% | $4,194-83.1% |
| Participant deferral / active EE | $8,034 | $8,237-2.5% | $7,906+1.6% | $6,396+25.6% |
| Admin fee / account holder | $24,162 | $14,976+61.3% | $13,708+76.3% | $12,562+92.3% |