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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 | $272,244 | $93,617+190.8% | $135,982+100.2% | $75,177+262.1% |
| Participation rate | 73.9% | 75.2%-1.3pp | 81.9%-8.0pp | 67.2%+6.7pp |
| Annual return | 18.13% | 30.89%-12.8pp | 68.32%-50.2pp | 160.75%-142.6pp |
| Employer contribution / active EE | $745 | $3,538-79.0% | $4,859-84.7% | $2,671-72.1% |
| Participant deferral / active EE | $9,317 | $6,406+45.4% | $7,760+20.1% | $4,126+125.8% |
| Admin fee / account holder | $1,085 | $6,980-84.5% | $10,767-89.9% | $5,651-80.8% |