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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 | $295,542 | $111,814+164.3% | $103,374+185.9% | $145,959+102.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 11.28% | 24.77%-13.5pp | 24.89%-13.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $810 | $4,214-80.8% | $3,869-79.1% | $4,661-82.6% |
| Participant deferral / active EE | $20,368 | $5,618+262.5% | $5,058+302.7% | $6,689+204.5% |
| Admin fee / account holder | $435 | $9,754-95.5% | $8,394-94.8% | $13,398-96.8% |