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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 | $185,312+82.0% | $161,489+108.9% | $154,746+118.0% |
| Participation rate | 90.5% | 82.5%+8.0pp | 78.7%+11.8pp | 80.7%+9.8pp |
| Annual return | 14.75% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $399 | $4,769-91.6% | $4,268-90.6% | $4,379-90.9% |
| Participant deferral / active EE | $7,210 | $6,350+13.5% | $5,630+28.1% | $6,730+7.1% |
| Admin fee / account holder | $21,655 | $18,654+16.1% | $16,006+35.3% | $14,365+50.7% |