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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 | $298,849 | $108,825+174.6% | $156,181+91.3% | $82,448+262.5% |
| Participation rate | 82.5% | 72.4%+10.1pp | 78.8%+3.7pp | 68.1%+14.4pp |
| Annual return | 14.05% | 20.59%-6.5pp | 64.87%-50.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,607 | $4,577+66.2% | $6,132+24.0% | $4,139+83.8% |
| Admin fee / account holder | $20,071 | $9,341+114.9% | $14,586+37.6% | $7,234+177.4% |