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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 | $302,557 | $136,860+121.1% | $120,344+151.4% | $154,746+95.5% |
| Participation rate | 79.2% | 79.9%-0.7pp | 76.7%+2.5pp | 80.7%-1.5pp |
| Annual return | 10.09% | 21.38%-11.3pp | 20.30%-10.2pp | 172.34%-162.2pp |
| Employer contribution / active EE | $284 | $3,533-92.0% | $3,020-90.6% | $4,379-93.5% |
| Participant deferral / active EE | $5,685 | $5,793-1.9% | $5,135+10.7% | $6,730-15.5% |
| Admin fee / account holder | $70,160 | $15,393+355.8% | $12,742+450.6% | $14,365+388.4% |