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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 | $308,015 | $199,109+54.7% | $173,730+77.3% | $154,746+99.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.57% | 20.02%-10.5pp | 19.96%-10.4pp | 172.34%-162.8pp |
| Employer contribution / active EE | $714 | $5,311-86.6% | $4,577-84.4% | $4,379-83.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,279 | $20,916-89.1% | $17,523-87.0% | $14,365-84.1% |