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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 | $269,360 | $196,972+36.8% | $182,262+47.8% | $198,609+35.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.58% | 158.27%-144.7pp | 140.60%-127.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $882 | $5,364-83.6% | $5,046-82.5% | $5,055-82.6% |
| Participant deferral / active EE | $3,739 | $8,643-56.7% | $8,276-54.8% | $6,977-46.4% |
| Admin fee / account holder | $386 | $18,429-97.9% | $16,712-97.7% | $19,030-98.0% |