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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 | $550,479 | $159,934+244.2% | $147,005+274.5% | $145,959+277.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 25.56% | 98.24%-72.7pp | 418.76%-393.2pp | 561.95%-536.4pp |
| Employer contribution / active EE | $507 | $5,287-90.4% | $4,934-89.7% | $4,661-89.1% |
| Participant deferral / active EE | $8,823 | $8,427+4.7% | $8,070+9.3% | $6,689+31.9% |
| Admin fee / account holder | $10,684 | $15,053-29.0% | $13,006-17.9% | $13,398-20.3% |