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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 | $267,864 | $184,014+45.6% | $161,149+66.2% | $138,895+92.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 10.54% | 21.52%-11.0pp | 21.16%-10.6pp | 145.39%-134.9pp |
| Employer contribution / active EE | $968 | $5,055-80.9% | $4,360-77.8% | $4,194-76.9% |
| Participant deferral / active EE | $4,240 | $6,909-38.6% | $6,153-31.1% | $6,396-33.7% |
| Admin fee / account holder | $130,691 | $18,027+625.0% | $15,194+760.1% | $12,562+940.4% |