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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 | $403,537 | $155,555+159.4% | $146,866+174.8% | $155,188+160.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.56% | 115.41%-100.9pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $437 | $4,647-90.6% | $4,425-90.1% | $4,248-89.7% |
| Participant deferral / active EE | $4,000 | $8,044-50.3% | $7,759-48.4% | $6,531-38.8% |
| Admin fee / account holder | $3,541 | $14,755-76.0% | $13,620-74.0% | $14,480-75.5% |