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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 | $304,498 | $124,330+144.9% | $109,173+178.9% | $167,536+81.8% |
| Participation rate | 76.9% | 79.5%-2.5pp | 75.9%+1.0pp | 82.1%-5.2pp |
| Annual return | 15.15% | 26.04%-10.9pp | 25.75%-10.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $14 | $4,209-99.7% | $3,723-99.6% | $4,839-99.7% |
| Participant deferral / active EE | $9,826 | $5,256+86.9% | $4,654+111.1% | $6,342+54.9% |
| Admin fee / account holder | $1,004 | $7,974-87.4% | $6,755-85.1% | $12,315-91.8% |