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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 | $106,864+518.8% | $147,318+348.9% | $82,637+700.2% |
| Participation rate | 70.0% | 75.5%-5.5pp | 82.1%-12.1pp | 68.1%+1.9pp |
| Annual return | 19.14% | 27.49%-8.4pp | 70.43%-51.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $632 | $3,417-81.5% | $4,593-86.2% | $2,552-75.2% |
| Participant deferral / active EE | $4,463 | $6,496-31.3% | $7,906-43.6% | $4,126+8.2% |
| Admin fee / account holder | $19,402 | $8,415+130.6% | $13,708+41.5% | $7,339+164.4% |