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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 | $561,156 | $156,398+258.8% | $147,318+280.9% | $138,895+304.0% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 14.32% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $212 | $4,853-95.6% | $4,593-95.4% | $4,194-95.0% |
| Participant deferral / active EE | $17,273 | $8,237+109.7% | $7,906+118.5% | $6,396+170.1% |
| Admin fee / account holder | $63,823 | $14,976+326.2% | $13,708+365.6% | $12,562+408.1% |