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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 | $1,189,642 | $275,752+331.4% | $256,809+363.2% | $198,609+499.0% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 20.88% | 34.81%-13.9pp | 32.73%-11.8pp | 202.70%-181.8pp |
| Employer contribution / active EE | $1,555 | $7,721-79.9% | $7,263-78.6% | $5,055-69.2% |
| Participant deferral / active EE | $9,400 | $10,037-6.3% | $9,520-1.3% | $6,977+34.7% |
| Admin fee / account holder | $2,667 | $25,716-89.6% | $25,146-89.4% | $19,030-86.0% |