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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 | $108,825+137.3% | $156,181+65.3% | $82,448+213.2% |
| Participation rate | 92.7% | 72.4%+20.3pp | 78.8%+13.9pp | 68.1%+24.6pp |
| Annual return | 14.05% | 20.59%-6.5pp | 64.87%-50.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $560 | $2,870-80.5% | $4,294-87.0% | $2,551-78.0% |
| Participant deferral / active EE | $5,746 | $4,577+25.5% | $6,132-6.3% | $4,139+38.8% |
| Admin fee / account holder | $27,199 | $9,341+191.2% | $14,586+86.5% | $7,234+276.0% |