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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 | $328,250 | $227,399+44.4% | $189,758+73.0% | $198,609+65.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 9.52% | 61.03%-51.5pp | 52.62%-43.1pp | 202.70%-193.2pp |
| Employer contribution / active EE | $1,449 | $5,526-73.8% | $4,767-69.6% | $5,055-71.3% |
| Participant deferral / active EE | $3,925 | $6,837-42.6% | $5,856-33.0% | $6,977-43.7% |
| Admin fee / account holder | $16,821 | $25,162-33.2% | $20,388-17.5% | $19,030-11.6% |