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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 | $271,819 | $196,972+38.0% | $182,262+49.1% | $198,609+36.9% |
| Participation rate | 94.1% | 85.7%+8.4pp | 84.2%+9.9pp | 82.4%+11.7pp |
| Annual return | 9.63% | 158.27%-148.6pp | 140.60%-131.0pp | 202.70%-193.1pp |
| Employer contribution / active EE | $327 | $5,364-93.9% | $5,046-93.5% | $5,055-93.5% |
| Participant deferral / active EE | $6,240 | $8,643-27.8% | $8,276-24.6% | $6,977-10.6% |
| Admin fee / account holder | $5,909 | $18,429-67.9% | $16,712-64.6% | $19,030-68.9% |