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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 | $275,370 | $157,304+75.1% | $141,197+95.0% | $152,909+80.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 22.96% | 64.34%-41.4pp | 71.41%-48.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $483 | $5,263-90.8% | $4,736-89.8% | $4,764-89.9% |
| Participant deferral / active EE | $5,356 | $7,111-24.7% | $6,710-20.2% | $5,851-8.5% |
| Admin fee / account holder | $2,461 | $12,126-79.7% | $10,265-76.0% | $11,601-78.8% |