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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 | $290,729 | $152,074+91.2% | $137,474+111.5% | $198,609+46.4% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 19.17% | 10.68%+8.5pp | 11.53%+7.6pp | 202.70%-183.5pp |
| Employer contribution / active EE | $1,662 | $5,444-69.5% | $5,048-67.1% | $5,055-67.1% |
| Participant deferral / active EE | $4,202 | $6,522-35.6% | $6,155-31.7% | $6,977-39.8% |
| Admin fee / account holder | $22,149 | $11,950+85.3% | $10,602+108.9% | $19,030+16.4% |