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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 | $280,934 | $201,344+39.5% | $184,243+52.5% | $145,877+92.6% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+14.9pp |
| Annual return | 20.63% | 29.01%-8.4pp | 28.82%-8.2pp | 551.28%-530.7pp |
| Employer contribution / active EE | $746 | $7,022-89.4% | $6,427-88.4% | $4,663-84.0% |
| Participant deferral / active EE | $9,532 | $9,807-2.8% | $9,132+4.4% | $6,691+42.5% |
| Admin fee / account holder | $8,444 | $16,382-48.5% | $13,914-39.3% | $13,402-37.0% |