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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 | $261,515 | $146,267+78.8% | $197,124+32.7% | $82,448+217.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 86.7%-15.3pp | 68.1%+3.4pp |
| Annual return | 17.80% | 29.61%-11.8pp | 44.34%-26.5pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,432 | $4,723-69.7% | $6,227-77.0% | $2,551-43.9% |
| Participant deferral / active EE | $5,729 | $7,035-18.6% | $9,135-37.3% | $4,139+38.4% |
| Admin fee / account holder | $14,875 | $14,422+3.1% | $16,298-8.7% | $7,234+105.6% |