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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 | $288,005 | $172,111+67.3% | $150,298+91.6% | $137,256+109.8% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 13.54% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $502 | $4,636-89.2% | $4,154-87.9% | $4,156-87.9% |
| Participant deferral / active EE | $2,588 | $6,166-58.0% | $5,453-52.5% | $6,407-59.6% |
| Admin fee / account holder | $6,635 | $16,471-59.7% | $14,116-53.0% | $12,270-45.9% |