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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 | $406,486 | $124,425+226.7% | $112,040+262.8% | $137,256+196.2% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | 13.96% | 24.72%-10.8pp | 24.52%-10.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $519 | $3,411-84.8% | $2,954-82.4% | $4,156-87.5% |
| Participant deferral / active EE | $5,330 | $5,718-6.8% | $5,098+4.6% | $6,407-16.8% |
| Admin fee / account holder | $26,675 | $15,207+75.4% | $12,098+120.5% | $12,270+117.4% |