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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 | $530,415 | $106,749+396.9% | $145,433+264.7% | $82,448+543.3% |
| Participation rate | 95.9% | 75.6%+20.3pp | 82.1%+13.8pp | 68.1%+27.9pp |
| Annual return | 15.44% | 27.59%-12.2pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $159 | $3,444-95.4% | $4,554-96.5% | $2,551-93.8% |
| Participant deferral / active EE | $12,529 | $6,519+92.2% | $7,897+58.7% | $4,139+202.7% |
| Admin fee / account holder | $102,996 | $8,390+1127.6% | $13,129+684.5% | $7,234+1323.7% |