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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 | $184,014+231.7% | $161,149+278.8% | $138,895+339.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 14.99% | 21.52%-6.5pp | 21.16%-6.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $807 | $5,055-84.0% | $4,360-81.5% | $4,194-80.8% |
| Participant deferral / active EE | $2,250 | $6,909-67.4% | $6,153-63.4% | $6,396-64.8% |
| Admin fee / account holder | $3,076 | $18,027-82.9% | $15,194-79.8% | $12,562-75.5% |