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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 | $275,847 | $93,598+194.7% | $135,974+102.9% | $75,173+267.0% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 17.68% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $323 | $3,538-90.9% | $4,859-93.3% | $2,671-87.9% |
| Participant deferral / active EE | $11,433 | $6,405+78.5% | $7,760+47.3% | $4,126+177.1% |
| Admin fee / account holder | $5,306 | $6,978-24.0% | $10,767-50.7% | $5,651-6.1% |