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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 | $272,191 | $78,707+245.8% | $117,861+130.9% | $70,126+288.1% |
| Participation rate | 71.4% | 73.2%-1.8pp | 79.7%-8.2pp | 69.5%+1.9pp |
| Annual return | 16.43% | 23.30%-6.9pp | 335.11%-318.7pp | 73.15%-56.7pp |
| Employer contribution / active EE | $397 | $2,223-82.2% | $3,786-89.5% | $2,343-83.1% |
| Participant deferral / active EE | $4,411 | $3,297+33.8% | $4,482-1.6% | $3,332+32.4% |
| Admin fee / account holder | $15,175 | $5,066+199.6% | $8,021+89.2% | $4,645+226.7% |