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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 | $705,131 | $201,372+250.2% | $184,260+282.7% | $145,884+383.4% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.4pp |
| Annual return | 14.92% | 29.04%-14.1pp | 28.84%-13.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $272 | $7,024-96.1% | $6,427-95.8% | $4,662-94.2% |
| Participant deferral / active EE | $26,806 | $9,808+173.3% | $9,133+193.5% | $6,690+300.7% |
| Admin fee / account holder | $5,274 | $16,362-67.8% | $13,898-62.1% | $13,392-60.6% |