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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 | $368,791 | $106,749+245.5% | $145,433+153.6% | $82,448+347.3% |
| Participation rate | 70.6% | 75.6%-5.1pp | 82.1%-11.5pp | 68.1%+2.5pp |
| Annual return | 18.57% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $425 | $3,444-87.7% | $4,554-90.7% | $2,551-83.3% |
| Participant deferral / active EE | $6,703 | $6,519+2.8% | $7,897-15.1% | $4,139+61.9% |
| Admin fee / account holder | $2,488 | $8,390-70.3% | $13,129-81.0% | $7,234-65.6% |