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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 | $138,312+118.8% | $122,979+146.0% | $155,188+95.0% |
| Participation rate | 79.2% | 80.2%-1.0pp | 77.2%+2.0pp | 80.8%-1.6pp |
| Annual return | 10.09% | 22.06%-12.0pp | 20.12%-10.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $284 | $3,530-91.9% | $3,062-90.7% | $4,248-93.3% |
| Participant deferral / active EE | $5,685 | $5,592+1.7% | $5,003+13.6% | $6,531-13.0% |
| Admin fee / account holder | $70,160 | $15,089+365.0% | $12,864+445.4% | $14,480+384.5% |