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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 | $515,292 | $196,972+161.6% | $182,262+182.7% | $198,609+159.5% |
| Participation rate | 95.5% | 85.7%+9.8pp | 84.2%+11.2pp | 82.4%+13.1pp |
| Annual return | 7.97% | 158.27%-150.3pp | 140.60%-132.6pp | 202.70%-194.7pp |
| Employer contribution / active EE | $1,091 | $5,364-79.7% | $5,046-78.4% | $5,055-78.4% |
| Participant deferral / active EE | $15,403 | $8,643+78.2% | $8,276+86.1% | $6,977+120.8% |
| Admin fee / account holder | $25,169 | $18,429+36.6% | $16,712+50.6% | $19,030+32.3% |