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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 | $295,343 | $153,769+92.1% | $133,975+120.4% | $273,972+7.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.41% | 36.51%-33.1pp | 29.29%-25.9pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,152 | $6,029-80.9% | $5,211-77.9% | $4,869-76.3% |
| Participant deferral / active EE | $5,043 | $6,958-27.5% | $6,282-19.7% | $5,287-4.6% |
| Admin fee / account holder | $5,423 | $11,765-53.9% | $9,324-41.8% | $10,133-46.5% |