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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 | $603,759 | $165,399+265.0% | $149,745+303.2% | $158,982+279.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.04% | 348.34%-337.3pp | 276.72%-265.7pp | 302.99%-292.0pp |
| Employer contribution / active EE | $528 | $5,105-89.7% | $4,646-88.6% | $4,763-88.9% |
| Participant deferral / active EE | $2,771 | $7,183-61.4% | $6,843-59.5% | $5,983-53.7% |
| Admin fee / account holder | $13,553 | $10,811+25.4% | $9,312+45.5% | $11,252+20.5% |