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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 | $301,015 | $149,446+101.4% | $256,809+17.2% | $94,015+220.2% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 16.89% | 17.55%-0.7pp | 32.73%-15.8pp | 17.84%-1.0pp |
| Employer contribution / active EE | $450 | $4,596-90.2% | $7,263-93.8% | $2,790-83.9% |
| Participant deferral / active EE | $13,576 | $6,491+109.2% | $9,520+42.6% | $4,249+219.5% |
| Admin fee / account holder | $3,777 | $24,035-84.3% | $25,146-85.0% | $8,951-57.8% |