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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 | $299,083 | $152,612+96.0% | $125,192+138.9% | $152,897+95.6% |
| Participation rate | 84.2% | 83.3%+0.9pp | 79.8%+4.4pp | 82.5%+1.8pp |
| Annual return | 24.19% | 54.85%-30.7pp | 43.79%-19.6pp | 345.43%-321.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,452 | $5,868+10.0% | $4,937+30.7% | $5,851+10.3% |
| Admin fee / account holder | $1,020 | $13,437-92.4% | $9,704-89.5% | $11,599-91.2% |