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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 | $293,177 | $197,603+48.4% | $177,827+64.9% | $158,950+84.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 42.38% | 58.76%-16.4pp | 48.32%-5.9pp | 302.91%-260.5pp |
| Employer contribution / active EE | $1,412 | $6,698-78.9% | $5,918-76.1% | $4,762-70.3% |
| Participant deferral / active EE | $12,306 | $8,404+46.4% | $7,713+59.5% | $5,983+105.7% |
| Admin fee / account holder | $1,845 | $15,402-88.0% | $12,429-85.2% | $11,248-83.6% |