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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 | $287,388 | $117,846+143.9% | $102,434+180.6% | $145,884+97.0% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 10.91% | 31.90%-21.0pp | 29.46%-18.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $817 | $3,615-77.4% | $3,023-73.0% | $4,662-82.5% |
| Participant deferral / active EE | $5,315 | $5,733-7.3% | $5,055+5.1% | $6,690-20.6% |
| Admin fee / account holder | $1,406 | $13,356-89.5% | $9,462-85.1% | $13,392-89.5% |