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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 | $296,395 | $148,623+99.4% | $135,974+118.0% | $139,466+112.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 18.22% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $429 | $5,246-91.8% | $4,859-91.2% | $4,754-91.0% |
| Participant deferral / active EE | $18,403 | $8,103+127.1% | $7,760+137.1% | $6,712+174.2% |
| Admin fee / account holder | $5,110 | $12,406-58.8% | $10,767-52.5% | $11,409-55.2% |