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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 | $276,284 | $124,336+122.2% | $111,303+148.2% | $167,518+64.9% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.3%+16.0pp | 82.1%+11.2pp |
| Annual return | 12.46% | 37.45%-25.0pp | 54.66%-42.2pp | 478.71%-466.2pp |
| Employer contribution / active EE | $677 | $3,436-80.3% | $2,731-75.2% | $4,838-86.0% |
| Participant deferral / active EE | $6,584 | $5,181+27.1% | $4,487+46.7% | $6,342+3.8% |
| Admin fee / account holder | $12,977 | $10,623+22.2% | $7,966+62.9% | $12,312+5.4% |