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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 | $368,682 | $155,555+137.0% | $146,866+151.0% | $155,188+137.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.57% | 115.41%-97.8pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $554 | $4,647-88.1% | $4,425-87.5% | $4,248-87.0% |
| Participant deferral / active EE | $10,776 | $8,044+34.0% | $7,759+38.9% | $6,531+65.0% |
| Admin fee / account holder | $3,739 | $14,755-74.7% | $13,620-72.6% | $14,480-74.2% |