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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 | $155,555+173.9% | $146,866+190.1% | $155,188+174.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.14% | 115.41%-98.3pp | 102.85%-85.7pp | 148.84%-131.7pp |
| Employer contribution / active EE | $520 | $4,647-88.8% | $4,425-88.2% | $4,248-87.8% |
| Participant deferral / active EE | $8,335 | $8,044+3.6% | $7,759+7.4% | $6,531+27.6% |
| Admin fee / account holder | $15,143 | $14,755+2.6% | $13,620+11.2% | $14,480+4.6% |