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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 | $115,931+190.9% | $185,441+81.9% | $86,983+287.7% |
| Participation rate | 97.2% | 73.6%+23.6pp | 80.3%+17.0pp | 69.5%+27.7pp |
| Annual return | 13.21% | 21.47%-8.3pp | 20.16%-7.0pp | 25.83%-12.6pp |
| Employer contribution / active EE | $99 | $2,937-96.6% | $4,672-97.9% | $2,584-96.2% |
| Participant deferral / active EE | $5,730 | $4,551+25.9% | $6,152-6.9% | $4,194+36.6% |
| Admin fee / account holder | $27,836 | $10,687+160.5% | $17,890+55.6% | $7,856+254.3% |