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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 | $439,125 | $181,896+141.4% | $156,551+180.5% | $273,972+60.3% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 10.30% | 30.74%-20.4pp | 32.23%-21.9pp | 41.46%-31.2pp |
| Employer contribution / active EE | $329 | $6,248-94.7% | $5,501-94.0% | $4,869-93.2% |
| Participant deferral / active EE | $3,079 | $5,550-44.5% | $4,871-36.8% | $5,287-41.8% |
| Admin fee / account holder | $8,388 | $15,560-46.1% | $13,028-35.6% | $10,133-17.2% |