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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 | $264,820 | $148,582+78.2% | $135,942+94.8% | $139,456+89.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 21.96% | 79.26%-57.3pp | 68.28%-46.3pp | 373.45%-351.5pp |
| Employer contribution / active EE | $612 | $5,245-88.3% | $4,858-87.4% | $4,753-87.1% |
| Participant deferral / active EE | $10,512 | $8,101+29.8% | $7,759+35.5% | $6,711+56.6% |
| Admin fee / account holder | $11,110 | $12,402-10.4% | $10,764+3.2% | $11,407-2.6% |