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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 | $661,256 | $106,749+519.4% | $145,433+354.7% | $82,448+702.0% |
| Participation rate | 70.0% | 75.6%-5.6pp | 82.1%-12.1pp | 68.1%+1.9pp |
| Annual return | 19.14% | 27.59%-8.5pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $632 | $3,444-81.7% | $4,554-86.1% | $2,551-75.2% |
| Participant deferral / active EE | $4,463 | $6,519-31.5% | $7,897-43.5% | $4,139+7.8% |
| Admin fee / account holder | $19,402 | $8,390+131.3% | $13,129+47.8% | $7,234+168.2% |