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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 | $374,177 | $176,105+112.5% | $159,474+134.6% | $167,536+123.3% |
| Participation rate | 81.3% | 85.0%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 10.58% | 331.91%-321.3pp | 263.68%-253.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,237 | $7,751-45.3% | $7,353-42.4% | $6,342-33.2% |
| Admin fee / account holder | $21,284 | $12,559+69.5% | $10,802+97.0% | $12,315+72.8% |