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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 | $259,375 | $106,524+143.5% | $152,301+70.3% | $87,485+196.5% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.4%+1.4pp | 68.9%+14.9pp |
| Annual return | 14.33% | 26.89%-12.6pp | 80.50%-66.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $146 | $3,371-95.7% | $4,624-96.9% | $2,596-94.4% |
| Participant deferral / active EE | $11,003 | $6,525+68.6% | $8,004+37.5% | $4,274+157.5% |
| Admin fee / account holder | $4,523 | $8,287-45.4% | $14,398-68.6% | $7,775-41.8% |