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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 | $353,853 | $106,749+231.5% | $145,433+143.3% | $82,448+329.2% |
| Participation rate | 87.2% | 75.6%+11.5pp | 82.1%+5.1pp | 68.1%+19.1pp |
| Annual return | 14.32% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $377 | $3,444-89.1% | $4,554-91.7% | $2,551-85.2% |
| Participant deferral / active EE | $13,433 | $6,519+106.1% | $7,897+70.1% | $4,139+224.5% |
| Admin fee / account holder | $19,311 | $8,390+130.2% | $13,129+47.1% | $7,234+166.9% |