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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 | $255,215 | $157,296+62.3% | $141,191+80.8% | $152,897+66.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 23.36% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $929 | $5,262-82.4% | $4,736-80.4% | $4,764-80.5% |
| Participant deferral / active EE | $3,992 | $7,111-43.9% | $6,710-40.5% | $5,851-31.8% |
| Admin fee / account holder | $4,940 | $12,125-59.3% | $10,264-51.9% | $11,599-57.4% |