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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 | $294,959 | $153,774+91.8% | $133,979+120.2% | $273,970+7.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 23.56% | 36.51%-13.0pp | 29.30%-5.7pp | 41.46%-17.9pp |
| Employer contribution / active EE | $839 | $6,029-86.1% | $5,211-83.9% | $4,869-82.8% |
| Participant deferral / active EE | $9,600 | $6,958+38.0% | $6,282+52.8% | $5,287+81.6% |
| Admin fee / account holder | $5,451 | $11,765-53.7% | $9,324-41.5% | $10,132-46.2% |