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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 | $260,354 | $172,111+51.3% | $150,298+73.2% | $137,256+89.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.36% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $771 | $4,636-83.4% | $4,154-81.4% | $4,156-81.4% |
| Participant deferral / active EE | $3,938 | $6,166-36.1% | $5,453-27.8% | $6,407-38.5% |
| Admin fee / account holder | $3,726 | $16,471-77.4% | $14,116-73.6% | $12,270-69.6% |