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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 | $378,740 | $182,442+107.6% | $163,379+131.8% | $138,895+172.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.8%+8.9pp | 79.9%+5.8pp |
| Annual return | 11.54% | 72.74%-61.2pp | 63.41%-51.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $350 | $4,159-91.6% | $3,752-90.7% | $4,194-91.7% |
| Participant deferral / active EE | $20,864 | $6,817+206.1% | $6,282+232.1% | $6,396+226.2% |
| Admin fee / account holder | $86,464 | $10,396+731.7% | $9,818+780.7% | $12,562+588.3% |