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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 | $369,576 | $162,136+127.9% | $152,301+142.7% | $154,746+138.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.24% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $436 | $4,890-91.1% | $4,624-90.6% | $4,379-90.0% |
| Participant deferral / active EE | $11,926 | $8,341+43.0% | $8,004+49.0% | $6,730+77.2% |
| Admin fee / account holder | $9,790 | $15,759-37.9% | $14,398-32.0% | $14,365-31.8% |