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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 | $251,210 | $184,014+36.5% | $161,149+55.9% | $138,895+80.9% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.8%+16.4pp | 79.9%+15.3pp |
| Annual return | 14.82% | 21.52%-6.7pp | 21.16%-6.3pp | 145.39%-130.6pp |
| Employer contribution / active EE | $298 | $5,055-94.1% | $4,360-93.2% | $4,194-92.9% |
| Participant deferral / active EE | $10,096 | $6,909+46.1% | $6,153+64.1% | $6,396+57.8% |
| Admin fee / account holder | $57,420 | $18,027+218.5% | $15,194+277.9% | $12,562+357.1% |