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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 | $345,746 | $117,895+193.3% | $102,460+237.4% | $145,897+137.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.19% | 31.92%-17.7pp | 29.47%-15.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $591 | $3,619-83.7% | $3,025-80.5% | $4,663-87.3% |
| Participant deferral / active EE | $5,750 | $5,736+0.2% | $5,056+13.7% | $6,689-14.0% |
| Admin fee / account holder | $4,203 | $13,353-68.5% | $9,460-55.6% | $13,390-68.6% |