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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 | $253,153 | $157,304+60.9% | $141,197+79.3% | $152,909+65.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 24.64% | 64.34%-39.7pp | 71.41%-46.8pp | 345.46%-320.8pp |
| Employer contribution / active EE | $930 | $5,263-82.3% | $4,736-80.4% | $4,764-80.5% |
| Participant deferral / active EE | $4,711 | $7,111-33.7% | $6,710-29.8% | $5,851-19.5% |
| Admin fee / account holder | $5,903 | $12,126-51.3% | $10,265-42.5% | $11,601-49.1% |