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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 | $266,532 | $148,582+79.4% | $135,942+96.1% | $139,456+91.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.28% | 79.26%-63.0pp | 68.28%-52.0pp | 373.45%-357.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,278 | $8,101-34.9% | $7,759-32.0% | $6,711-21.4% |
| Admin fee / account holder | $609 | $12,402-95.1% | $10,764-94.3% | $11,407-94.7% |