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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 | $317,402 | $140,592+125.8% | $123,106+157.8% | $125,388+153.1% |
| Participation rate | 94.4% | 88.2%+6.2pp | 86.8%+7.7pp | 83.2%+11.3pp |
| Annual return | 0.13% | 16.80%-16.7pp | 13.22%-13.1pp | 282.24%-282.1pp |
| Employer contribution / active EE | $560 | $6,041-90.7% | $5,151-89.1% | $4,866-88.5% |
| Participant deferral / active EE | $17,994 | $6,980+157.8% | $6,229+188.9% | $5,352+236.2% |
| Admin fee / account holder | $1,516 | $11,198-86.5% | $9,015-83.2% | $9,541-84.1% |