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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 | $372,534 | $165,399+125.2% | $149,745+148.8% | $158,982+134.3% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 12.43% | 348.34%-335.9pp | 276.72%-264.3pp | 302.99%-290.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,556 | $7,183-50.5% | $6,843-48.0% | $5,983-40.6% |
| Admin fee / account holder | $6,099 | $10,811-43.6% | $9,312-34.5% | $11,252-45.8% |