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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 | $903,206 | $213,785+322.5% | $185,441+387.1% | $155,188+482.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.99% | 19.97%-12.0pp | 20.16%-12.2pp | 148.84%-140.9pp |
| Employer contribution / active EE | $635 | $5,393-88.2% | $4,672-86.4% | $4,248-85.1% |
| Participant deferral / active EE | $4,000 | $6,864-41.7% | $6,152-35.0% | $6,531-38.8% |
| Admin fee / account holder | $14,689 | $21,134-30.5% | $17,890-17.9% | $14,480+1.4% |