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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 | $417,387 | $171,272+143.7% | $127,803+226.6% | $152,909+173.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 25.29% | 23.54%+1.8pp | 26.14%-0.9pp | 345.46%-320.2pp |
| Employer contribution / active EE | $1,060 | $5,451-80.6% | $4,576-76.8% | $4,764-77.7% |
| Participant deferral / active EE | $15,284 | $7,043+117.0% | $6,023+153.7% | $5,851+161.2% |
| Admin fee / account holder | $14,258 | $14,540-1.9% | $9,399+51.7% | $11,601+22.9% |