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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 | $685,918 | $201,264+240.8% | $184,185+272.4% | $145,978+369.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.82% | 29.00%-3.2pp | 28.81%-3.0pp | 550.52%-524.7pp |
| Employer contribution / active EE | $757 | $7,021-89.2% | $6,426-88.2% | $4,662-83.8% |
| Participant deferral / active EE | $11,367 | $9,806+15.9% | $9,132+24.5% | $6,690+69.9% |
| Admin fee / account holder | $1,122 | $16,376-93.2% | $13,909-91.9% | $13,400-91.6% |