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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% | $103,378+185.9% | $145,978+102.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 11.28% | 24.80%-13.5pp | 24.91%-13.6pp | 550.52%-539.2pp |
| Employer contribution / active EE | $810 | $4,215-80.8% | $3,870-79.1% | $4,662-82.6% |
| Participant deferral / active EE | $20,368 | $5,618+262.6% | $5,058+302.7% | $6,690+204.5% |
| Admin fee / account holder | $435 | $9,764-95.5% | $8,401-94.8% | $13,400-96.8% |