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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 | $162,136+66.1% | $152,301+76.9% | $154,746+74.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.58% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $882 | $4,890-82.0% | $4,624-80.9% | $4,379-79.9% |
| Participant deferral / active EE | $3,739 | $8,341-55.2% | $8,004-53.3% | $6,730-44.4% |
| Admin fee / account holder | $386 | $15,759-97.5% | $14,398-97.3% | $14,365-97.3% |