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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 | $167,415+80.7% | $140,514+115.3% | $198,609+52.3% |
| Participation rate | 79.2% | 80.9%-1.7pp | 77.8%+1.4pp | 82.4%-3.2pp |
| Annual return | 10.09% | 13.85%-3.8pp | 14.36%-4.3pp | 202.70%-192.6pp |
| Employer contribution / active EE | $284 | $4,088-93.0% | $3,378-91.6% | $5,055-94.4% |
| Participant deferral / active EE | $5,685 | $5,579+1.9% | $4,919+15.6% | $6,977-18.5% |
| Admin fee / account holder | $70,160 | $16,730+319.4% | $13,697+412.2% | $19,030+268.7% |