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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 | $426,093 | $156,398+172.4% | $147,318+189.2% | $138,895+206.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.14% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $520 | $4,853-89.3% | $4,593-88.7% | $4,194-87.6% |
| Participant deferral / active EE | $8,335 | $8,237+1.2% | $7,906+5.4% | $6,396+30.3% |
| Admin fee / account holder | $15,143 | $14,976+1.1% | $13,708+10.5% | $12,562+20.5% |