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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 | $162,136+140.7% | $152,301+156.2% | $154,746+152.2% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 12.96% | 91.02%-78.1pp | 80.50%-67.5pp | 172.34%-159.4pp |
| Employer contribution / active EE | $475 | $4,890-90.3% | $4,624-89.7% | $4,379-89.2% |
| Participant deferral / active EE | $7,931 | $8,341-4.9% | $8,004-0.9% | $6,730+17.8% |
| Admin fee / account holder | $2,359 | $15,759-85.0% | $14,398-83.6% | $14,365-83.6% |