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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,334 | $84,936+224.2% | $111,308+147.4% | $79,391+246.8% |
| Participation rate | 93.4% | 75.9%+17.5pp | 77.3%+16.1pp | 70.7%+22.7pp |
| Annual return | 14.68% | 17.45%-2.8pp | 54.67%-40.0pp | 116.88%-102.2pp |
| Employer contribution / active EE | $448 | $1,979-77.4% | $2,732-83.6% | $2,428-81.6% |
| Participant deferral / active EE | $17,570 | $3,888+351.9% | $4,487+291.5% | $4,046+334.3% |
| Admin fee / account holder | $653 | $537+21.5% | $7,965-91.8% | $627+4.2% |