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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 | $114,712+194.0% | $173,730+94.1% | $87,485+285.5% |
| Participation rate | 97.2% | 73.0%+24.2pp | 79.6%+17.7pp | 68.9%+28.3pp |
| Annual return | 13.21% | 20.18%-7.0pp | 19.96%-6.7pp | 26.06%-12.8pp |
| Employer contribution / active EE | $99 | $2,904-96.6% | $4,577-97.8% | $2,596-96.2% |
| Participant deferral / active EE | $5,730 | $4,642+23.4% | $6,326-9.4% | $4,274+34.1% |
| Admin fee / account holder | $27,836 | $10,210+172.6% | $17,523+58.8% | $7,775+258.0% |