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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 | $274,170 | $227,291+20.6% | $214,702+27.7% | $155,188+76.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.72% | 60.08%-41.4pp | 54.55%-35.8pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,395 | $6,772-79.4% | $6,461-78.4% | $4,248-67.2% |
| Participant deferral / active EE | $21,218 | $9,582+121.4% | $9,147+132.0% | $6,531+224.9% |
| Admin fee / account holder | $321 | $20,413-98.4% | $19,830-98.4% | $14,480-97.8% |