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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 | $305,356 | $117,846+159.1% | $102,434+198.1% | $145,884+109.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 9.05% | 31.90%-22.8pp | 29.46%-20.4pp | 551.85%-542.8pp |
| Employer contribution / active EE | $323 | $3,615-91.1% | $3,023-89.3% | $4,662-93.1% |
| Participant deferral / active EE | $6,449 | $5,733+12.5% | $5,055+27.6% | $6,690-3.6% |
| Admin fee / account holder | $24,740 | $13,356+85.2% | $9,462+161.5% | $13,392+84.7% |