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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 | $117,904+193.2% | $102,457+237.5% | $145,978+136.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.19% | 31.80%-17.6pp | 29.41%-15.2pp | 550.52%-536.3pp |
| Employer contribution / active EE | $591 | $3,613-83.6% | $3,022-80.5% | $4,662-87.3% |
| Participant deferral / active EE | $5,750 | $5,733+0.3% | $5,054+13.8% | $6,690-14.1% |
| Admin fee / account holder | $4,203 | $13,329-68.5% | $9,451-55.5% | $13,400-68.6% |