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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 | $326,601 | $162,136+101.4% | $152,301+114.4% | $154,746+111.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.40% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $584 | $4,890-88.1% | $4,624-87.4% | $4,379-86.7% |
| Participant deferral / active EE | $5,304 | $8,341-36.4% | $8,004-33.7% | $6,730-21.2% |
| Admin fee / account holder | $6,540 | $15,759-58.5% | $14,398-54.6% | $14,365-54.5% |