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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 | $450,549 | $162,136+177.9% | $152,301+195.8% | $154,746+191.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.98% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $442 | $4,890-91.0% | $4,624-90.5% | $4,379-89.9% |
| Participant deferral / active EE | $2,742 | $8,341-67.1% | $8,004-65.7% | $6,730-59.3% |
| Admin fee / account holder | $10,751 | $15,759-31.8% | $14,398-25.3% | $14,365-25.2% |