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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 | $260,433 | $138,386+88.2% | $184,260+41.3% | $80,935+221.8% |
| Participation rate | 83.3% | 83.9%-0.6pp | 86.8%-3.5pp | 67.7%+15.7pp |
| Annual return | 18.53% | 20.02%-1.5pp | 28.84%-10.3pp | 35.66%-17.1pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,440 | $7,076-9.0% | $9,133-29.5% | $4,299+49.8% |
| Admin fee / account holder | $595 | $10,489-94.3% | $13,898-95.7% | $6,924-91.4% |