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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 | $1,359,310 | $172,111+689.8% | $150,298+804.4% | $137,256+890.3% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 12.47% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $636 | $4,636-86.3% | $4,154-84.7% | $4,156-84.7% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $694 | $16,471-95.8% | $14,116-95.1% | $12,270-94.3% |