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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 | $252,779 | $157,296+60.7% | $141,191+79.0% | $152,897+65.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 16.10% | 64.34%-48.2pp | 71.41%-55.3pp | 345.43%-329.3pp |
| Employer contribution / active EE | $833 | $5,262-84.2% | $4,736-82.4% | $4,764-82.5% |
| Participant deferral / active EE | $3,061 | $7,111-56.9% | $6,710-54.4% | $5,851-47.7% |
| Admin fee / account holder | $6,041 | $12,125-50.2% | $10,264-41.1% | $11,599-47.9% |