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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 | $126,661+220.9% | $113,397+258.5% | $138,895+192.7% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.5%+16.8pp | 79.9%+13.4pp |
| Annual return | 13.96% | 25.05%-11.1pp | 23.20%-9.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $519 | $3,456-85.0% | $2,977-82.6% | $4,194-87.6% |
| Participant deferral / active EE | $5,330 | $5,693-6.4% | $5,076+5.0% | $6,396-16.7% |
| Admin fee / account holder | $26,675 | $14,549+83.3% | $11,957+123.1% | $12,562+112.3% |