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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 | $404,581 | $201,372+100.9% | $184,260+119.6% | $145,884+177.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.57% | 29.04%-14.5pp | 28.84%-14.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $113 | $7,024-98.4% | $6,427-98.2% | $4,662-97.6% |
| Participant deferral / active EE | $14,130 | $9,808+44.1% | $9,133+54.7% | $6,690+111.2% |
| Admin fee / account holder | $4,667 | $16,362-71.5% | $13,898-66.4% | $13,392-65.2% |