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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 | $258,202 | $123,478+109.1% | $216,567+19.2% | $94,015+174.6% |
| Participation rate | 92.7% | 75.1%+17.6pp | 81.6%+11.0pp | 70.8%+21.9pp |
| Annual return | 14.05% | 23.61%-9.6pp | 12.94%+1.1pp | 17.84%-3.8pp |
| Employer contribution / active EE | $560 | $3,136-82.1% | $5,216-89.3% | $2,790-79.9% |
| Participant deferral / active EE | $5,746 | $4,556+26.1% | $6,191-7.2% | $4,249+35.2% |
| Admin fee / account holder | $27,199 | $12,753+113.3% | $21,981+23.7% | $8,951+203.9% |