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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 | $432,080 | $154,228+180.2% | $145,433+197.1% | $137,256+214.8% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 16.40% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $404 | $4,804-91.6% | $4,554-91.1% | $4,156-90.3% |
| Participant deferral / active EE | $24,051 | $8,216+192.7% | $7,897+204.5% | $6,407+275.4% |
| Admin fee / account holder | $4,695 | $14,344-67.3% | $13,129-64.2% | $12,270-61.7% |