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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 | $325,616 | $196,972+65.3% | $182,262+78.7% | $198,609+63.9% |
| Participation rate | 91.3% | 85.7%+5.6pp | 84.2%+7.1pp | 82.4%+8.9pp |
| Annual return | 17.28% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $912 | $5,364-83.0% | $5,046-81.9% | $5,055-82.0% |
| Participant deferral / active EE | $7,689 | $8,643-11.0% | $8,276-7.1% | $6,977+10.2% |
| Admin fee / account holder | $1,720 | $18,429-90.7% | $16,712-89.7% | $19,030-91.0% |