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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 | $390,256 | $154,228+153.0% | $145,433+168.3% | $137,256+184.3% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 12.96% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $475 | $4,804-90.1% | $4,554-89.6% | $4,156-88.6% |
| Participant deferral / active EE | $7,931 | $8,216-3.5% | $7,897+0.4% | $6,407+23.8% |
| Admin fee / account holder | $2,359 | $14,344-83.6% | $13,129-82.0% | $12,270-80.8% |