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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 | $523,519 | $199,109+162.9% | $173,730+201.3% | $154,746+238.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.28% | 20.02%-2.7pp | 19.96%-2.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,151 | $5,311-78.3% | $4,577-74.9% | $4,379-73.7% |
| Participant deferral / active EE | $7,306 | $7,113+2.7% | $6,326+15.5% | $6,730+8.6% |
| Admin fee / account holder | $502 | $20,916-97.6% | $17,523-97.1% | $14,365-96.5% |