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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 | $356,240 | $136,860+160.3% | $120,344+196.0% | $154,746+130.2% |
| Participation rate | 92.9% | 79.9%+13.0pp | 76.7%+16.1pp | 80.7%+12.2pp |
| Annual return | 16.12% | 21.38%-5.3pp | 20.30%-4.2pp | 172.34%-156.2pp |
| Employer contribution / active EE | $578 | $3,533-83.6% | $3,020-80.8% | $4,379-86.8% |
| Participant deferral / active EE | $2,566 | $5,793-55.7% | $5,135-50.0% | $6,730-61.9% |
| Admin fee / account holder | $2,616 | $15,393-83.0% | $12,742-79.5% | $14,365-81.8% |