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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 | $352,098 | $210,343+67.4% | $153,476+129.4% | $145,978+141.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.00% | 13.38%-4.4pp | 15.66%-6.7pp | 550.52%-541.5pp |
| Employer contribution / active EE | $1,233 | $6,047-79.6% | $5,038-75.5% | $4,662-73.6% |
| Participant deferral / active EE | $6,608 | $7,977-17.2% | $6,759-2.2% | $6,690-1.2% |
| Admin fee / account holder | $9,250 | $19,424-52.4% | $12,729-27.3% | $13,400-31.0% |