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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 | $294,771 | $288,797+2.1% | $239,577+23.0% | $382,429-22.9% |
| Participation rate | 71.4% | 85.8%-14.4pp | 82.1%-10.7pp | 87.7%-16.3pp |
| Annual return | 28.11% | -3.30%+31.4pp | -0.70%+28.8pp | 248.85%-220.7pp |
| Employer contribution / active EE | $4,590 | $8,558-46.4% | $7,232-36.5% | $8,036-42.9% |
| Participant deferral / active EE | $10,706 | $6,420+66.8% | $5,676+88.6% | $5,727+86.9% |
| Admin fee / account holder | $1,516 | $18,649-91.9% | $19,315-92.1% | $30,732-95.1% |