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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 | $375,054 | $184,014+103.8% | $161,149+132.7% | $138,895+170.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.47% | 21.52%-4.1pp | 21.16%-3.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,007 | $5,055-80.1% | $4,360-76.9% | $4,194-76.0% |
| Participant deferral / active EE | $31,000 | $6,909+348.7% | $6,153+403.8% | $6,396+384.7% |
| Admin fee / account holder | $4,778 | $18,027-73.5% | $15,194-68.6% | $12,562-62.0% |