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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 | $254,759+20.9% | $216,567+42.2% | $198,609+55.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 9.57% | 10.04%-0.5pp | 12.94%-3.4pp | 202.70%-193.1pp |
| Employer contribution / active EE | $714 | $6,096-88.3% | $5,216-86.3% | $5,055-85.9% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,279 | $26,311-91.3% | $21,981-89.6% | $19,030-88.0% |