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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 | $263,126 | $145,431+80.9% | $211,142+24.6% | $87,485+200.8% |
| Participation rate | 97.1% | 84.7%+12.4pp | 87.3%+9.9pp | 68.9%+28.2pp |
| Annual return | 16.84% | 27.21%-10.4pp | 46.84%-30.0pp | 26.06%-9.2pp |
| Employer contribution / active EE | $921 | $4,662-80.2% | $6,442-85.7% | $2,596-64.5% |
| Participant deferral / active EE | $16,114 | $6,859+134.9% | $9,284+73.6% | $4,274+277.1% |
| Admin fee / account holder | $19,383 | $17,052+13.7% | $19,076+1.6% | $7,775+149.3% |