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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 | $251,864 | $86,949+189.7% | $102,460+145.8% | $80,959+211.1% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.7%+21.2pp |
| Annual return | 14.23% | 18.89%-4.7pp | 29.47%-15.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $444 | $2,370-81.2% | $3,025-85.3% | $2,757-83.9% |
| Participant deferral / active EE | $11,276 | $4,121+173.6% | $5,056+123.0% | $4,300+162.2% |
| Admin fee / account holder | $10,302 | $8,048+28.0% | $9,460+8.9% | $6,925+48.8% |