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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 | $337,297 | $172,111+96.0% | $150,298+124.4% | $137,256+145.7% |
| Participation rate | 90.5% | 81.7%+8.8pp | 77.8%+12.7pp | 80.0%+10.5pp |
| Annual return | 14.75% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $399 | $4,636-91.4% | $4,154-90.4% | $4,156-90.4% |
| Participant deferral / active EE | $7,210 | $6,166+16.9% | $5,453+32.2% | $6,407+12.5% |
| Admin fee / account holder | $21,655 | $16,471+31.5% | $14,116+53.4% | $12,270+76.5% |