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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 | $467,782 | $407,956+14.7% | $299,830+56.0% | $198,609+135.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 12.56% | 6.66%+5.9pp | 10.58%+2.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $0 | $7,661-100.0% | $5,842-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,333 | $8,628-3.4% | $7,038+18.4% | $6,977+19.4% |
| Admin fee / account holder | $3,352 | $73,031-95.4% | $50,982-93.4% | $19,030-82.4% |