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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 | $260,707 | $71,873+262.7% | $86,698+200.7% | $68,490+280.6% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.6%+7.4pp | 67.9%+16.1pp |
| Annual return | -12.78% | 3.54%-16.3pp | 35.96%-48.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $345 | $2,173-84.1% | $2,837-87.9% | $2,597-86.7% |
| Participant deferral / active EE | $6,908 | $3,779+82.8% | $4,656+48.4% | $4,028+71.5% |
| Admin fee / account holder | $39,244 | $6,110+542.2% | $7,492+423.8% | $5,403+626.3% |