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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 | $337,261 | $108,825+209.9% | $156,181+115.9% | $82,448+309.1% |
| Participation rate | 97.2% | 72.4%+24.9pp | 78.8%+18.4pp | 68.1%+29.2pp |
| Annual return | 13.21% | 20.59%-7.4pp | 64.87%-51.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $99 | $2,870-96.6% | $4,294-97.7% | $2,551-96.1% |
| Participant deferral / active EE | $5,730 | $4,577+25.2% | $6,132-6.6% | $4,139+38.4% |
| Admin fee / account holder | $27,836 | $9,341+198.0% | $14,586+90.8% | $7,234+284.8% |