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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 | $106,864+396.3% | $147,318+260.0% | $82,637+541.9% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 15.44% | 27.49%-12.1pp | 70.43%-55.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $159 | $3,417-95.3% | $4,593-96.5% | $2,552-93.8% |
| Participant deferral / active EE | $12,529 | $6,496+92.9% | $7,906+58.5% | $4,126+203.7% |
| Admin fee / account holder | $102,996 | $8,415+1124.0% | $13,708+651.4% | $7,339+1303.4% |