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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 | $266,787 | $159,934+66.8% | $147,005+81.5% | $145,959+82.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.08% | 98.24%-83.2pp | 418.76%-403.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $793 | $5,287-85.0% | $4,934-83.9% | $4,661-83.0% |
| Participant deferral / active EE | $9,146 | $8,427+8.5% | $8,070+13.3% | $6,689+36.7% |
| Admin fee / account holder | $7,450 | $15,053-50.5% | $13,006-42.7% | $13,398-44.4% |