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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 | $449,900 | $138,385+225.1% | $184,243+144.2% | $80,925+455.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.7%+7.3pp |
| Annual return | 19.15% | 20.02%-0.9pp | 28.82%-9.7pp | 35.65%-16.5pp |
| Employer contribution / active EE | $691 | $4,851-85.8% | $6,427-89.2% | $2,756-74.9% |
| Participant deferral / active EE | $6,911 | $7,075-2.3% | $9,132-24.3% | $4,299+60.8% |
| Admin fee / account holder | $2,066 | $10,489-80.3% | $13,914-85.2% | $6,940-70.2% |