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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 | $213,785+75.4% | $185,441+102.2% | $155,188+141.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.47% | 19.97%-2.5pp | 20.16%-2.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,007 | $5,393-81.3% | $4,672-78.4% | $4,248-76.3% |
| Participant deferral / active EE | $31,000 | $6,864+351.6% | $6,152+403.9% | $6,531+374.6% |
| Admin fee / account holder | $4,778 | $21,134-77.4% | $17,890-73.3% | $14,480-67.0% |