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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 | $646,577 | $201,370+221.1% | $184,256+250.9% | $145,897+343.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.52% | 29.05%-15.5pp | 28.85%-15.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $273 | $7,024-96.1% | $6,427-95.7% | $4,663-94.1% |
| Participant deferral / active EE | $28,000 | $9,808+185.5% | $9,133+206.6% | $6,689+318.6% |
| Admin fee / account holder | $5,307 | $16,364-67.6% | $13,899-61.8% | $13,390-60.4% |