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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 | $415,659 | $115,931+258.5% | $185,441+124.1% | $86,983+377.9% |
| Participation rate | 92.0% | 73.6%+18.4pp | 80.3%+11.7pp | 69.5%+22.5pp |
| Annual return | 12.85% | 21.47%-8.6pp | 20.16%-7.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $16 | $2,937-99.4% | $4,672-99.7% | $2,584-99.4% |
| Participant deferral / active EE | $2,406 | $4,551-47.1% | $6,152-60.9% | $4,194-42.6% |
| Admin fee / account holder | $16,701 | $10,687+56.3% | $17,890-6.6% | $7,856+112.6% |