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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 | $325,155 | $185,905+74.9% | $170,057+91.2% | $139,487+133.1% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 15.29% | 60.56%-45.3pp | 53.42%-38.1pp | 373.84%-358.5pp |
| Employer contribution / active EE | $50 | $7,597-99.3% | $6,790-99.3% | $4,755-98.9% |
| Participant deferral / active EE | $10,473 | $11,627-9.9% | $10,411+0.6% | $6,713+56.0% |
| Admin fee / account holder | $12,023 | $15,397-21.9% | $12,826-6.3% | $11,407+5.4% |