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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 | $389,499 | $201,264+93.5% | $184,185+111.5% | $145,978+166.8% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 18.64% | 29.00%-10.4pp | 28.81%-10.2pp | 550.52%-531.9pp |
| Employer contribution / active EE | $1,161 | $7,021-83.5% | $6,426-81.9% | $4,662-75.1% |
| Participant deferral / active EE | $4,643 | $9,806-52.6% | $9,132-49.2% | $6,690-30.6% |
| Admin fee / account holder | $57,741 | $16,376+252.6% | $13,909+315.1% | $13,400+330.9% |