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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 | $278,351 | $223,823+24.4% | $211,142+31.8% | $154,746+79.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.53% | 50.39%-37.9pp | 46.84%-34.3pp | 172.34%-159.8pp |
| Employer contribution / active EE | $500 | $6,787-92.6% | $6,442-92.2% | $4,379-88.6% |
| Participant deferral / active EE | $10,383 | $9,750+6.5% | $9,284+11.8% | $6,730+54.3% |
| Admin fee / account holder | $27,505 | $19,707+39.6% | $19,076+44.2% | $14,365+91.5% |