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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 | $512,306 | $227,399+125.3% | $189,758+170.0% | $198,609+157.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.95% | 61.03%-46.1pp | 52.62%-37.7pp | 202.70%-187.7pp |
| Employer contribution / active EE | $1,059 | $5,526-80.8% | $4,767-77.8% | $5,055-79.0% |
| Participant deferral / active EE | $6,143 | $6,837-10.2% | $5,856+4.9% | $6,977-12.0% |
| Admin fee / account holder | $451 | $25,162-98.2% | $20,388-97.8% | $19,030-97.6% |