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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 | $284,493 | $156,398+81.9% | $147,318+93.1% | $138,895+104.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 18.89% | 78.75%-59.9pp | 70.43%-51.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $500 | $4,853-89.7% | $4,593-89.1% | $4,194-88.1% |
| Participant deferral / active EE | $11,019 | $8,237+33.8% | $7,906+39.4% | $6,396+72.3% |
| Admin fee / account holder | $1,123 | $14,976-92.5% | $13,708-91.8% | $12,562-91.1% |