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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 | $610,419 | $178,174+242.6% | $156,181+290.8% | $137,256+344.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 14.99% | 84.19%-69.2pp | 64.87%-49.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $807 | $4,972-83.8% | $4,294-81.2% | $4,156-80.6% |
| Participant deferral / active EE | $2,250 | $6,888-67.3% | $6,132-63.3% | $6,407-64.9% |
| Admin fee / account holder | $3,076 | $17,404-82.3% | $14,586-78.9% | $12,270-74.9% |