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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 | $418,489 | $223,823+87.0% | $211,142+98.2% | $154,746+170.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.84% | 50.39%-25.5pp | 46.84%-22.0pp | 172.34%-147.5pp |
| Employer contribution / active EE | $1,290 | $6,787-81.0% | $6,442-80.0% | $4,379-70.5% |
| Participant deferral / active EE | $28,974 | $9,750+197.2% | $9,284+212.1% | $6,730+330.5% |
| Admin fee / account holder | $15,738 | $19,707-20.1% | $19,076-17.5% | $14,365+9.6% |