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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 | $550,866 | $197,603+178.8% | $177,827+209.8% | $158,950+246.6% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.7%+1.8pp | 82.0%+7.5pp |
| Annual return | 16.31% | 58.76%-42.4pp | 48.32%-32.0pp | 302.91%-286.6pp |
| Employer contribution / active EE | $339 | $6,698-94.9% | $5,918-94.3% | $4,762-92.9% |
| Participant deferral / active EE | $19,924 | $8,404+137.1% | $7,713+158.3% | $5,983+233.0% |
| Admin fee / account holder | $2,427 | $15,402-84.2% | $12,429-80.5% | $11,248-78.4% |