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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 | $324,118 | $275,752+17.5% | $256,809+26.2% | $198,609+63.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.36% | 34.81%-20.5pp | 32.73%-18.4pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,730 | $7,721-77.6% | $7,263-76.2% | $5,055-65.8% |
| Participant deferral / active EE | $6,574 | $10,037-34.5% | $9,520-30.9% | $6,977-5.8% |
| Admin fee / account holder | $2,067 | $25,716-92.0% | $25,146-91.8% | $19,030-89.1% |