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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 | $366,844 | $185,312+98.0% | $161,489+127.2% | $154,746+137.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 12.98% | 103.84%-90.9pp | 89.72%-76.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $191 | $4,769-96.0% | $4,268-95.5% | $4,379-95.6% |
| Participant deferral / active EE | $2,179 | $6,350-65.7% | $5,630-61.3% | $6,730-67.6% |
| Admin fee / account holder | $22,784 | $18,654+22.1% | $16,006+42.4% | $14,365+58.6% |