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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 | $259,555 | $201,344+28.9% | $184,243+40.9% | $145,877+77.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.10% | 29.01%-13.9pp | 28.82%-13.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $288 | $7,022-95.9% | $6,427-95.5% | $4,663-93.8% |
| Participant deferral / active EE | $18,575 | $9,807+89.4% | $9,132+103.4% | $6,691+177.6% |
| Admin fee / account holder | $46,165 | $16,382+181.8% | $13,914+231.8% | $13,402+244.5% |