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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 | $422,678 | $132,310+219.5% | $105,754+299.7% | $273,972+54.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 9.30% | 10.08%-0.8pp | 12.25%-2.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,020 | $4,867-79.0% | $4,079-75.0% | $4,869-79.1% |
| Participant deferral / active EE | $17,072 | $6,233+173.9% | $5,326+220.6% | $5,287+222.9% |
| Admin fee / account holder | $9,657 | $12,036-19.8% | $8,309+16.2% | $10,133-4.7% |