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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 | $374,577 | $165,381+126.5% | $149,730+150.2% | $158,966+135.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.73% | 348.29%-335.6pp | 276.70%-264.0pp | 302.95%-290.2pp |
| Employer contribution / active EE | $491 | $5,104-90.4% | $4,645-89.4% | $4,762-89.7% |
| Participant deferral / active EE | $7,364 | $7,182+2.5% | $6,843+7.6% | $5,983+23.1% |
| Admin fee / account holder | $10,070 | $10,809-6.8% | $9,310+8.2% | $11,250-10.5% |