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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 | $286,409 | $157,304+82.1% | $141,197+102.8% | $152,909+87.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 28.00% | 64.34%-36.3pp | 71.41%-43.4pp | 345.46%-317.5pp |
| Employer contribution / active EE | $514 | $5,263-90.2% | $4,736-89.1% | $4,764-89.2% |
| Participant deferral / active EE | $6,103 | $7,111-14.2% | $6,710-9.1% | $5,851+4.3% |
| Admin fee / account holder | $6,447 | $12,126-46.8% | $10,265-37.2% | $11,601-44.4% |