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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 | $257,119 | $107,733+138.7% | $92,985+176.5% | $154,746+66.2% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 8.44% | 30.39%-21.9pp | 27.99%-19.5pp | 172.34%-163.9pp |
| Employer contribution / active EE | $500 | $3,126-84.0% | $2,662-81.2% | $4,379-88.6% |
| Participant deferral / active EE | $4,558 | $5,053-9.8% | $4,377+4.1% | $6,730-32.3% |
| Admin fee / account holder | $12,433 | $11,369+9.4% | $9,463+31.4% | $14,365-13.4% |