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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 | $212,386+31.1% | $199,883+39.3% | $138,895+100.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.53% | 47.75%-35.2pp | 43.81%-31.3pp | 145.39%-132.9pp |
| Employer contribution / active EE | $500 | $6,625-92.5% | $6,261-92.0% | $4,194-88.1% |
| Participant deferral / active EE | $10,383 | $9,617+8.0% | $9,138+13.6% | $6,396+62.3% |
| Admin fee / account holder | $27,505 | $18,233+50.9% | $17,268+59.3% | $12,562+119.0% |