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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 | $270,427 | $148,623+82.0% | $135,974+98.9% | $139,466+93.9% |
| Participation rate | 76.2% | 83.9%-7.7pp | 81.9%-5.7pp | 80.3%-4.1pp |
| Annual return | 18.94% | 79.30%-60.4pp | 68.30%-49.4pp | 373.66%-354.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,358 | $8,103+40.2% | $7,760+46.4% | $6,712+69.2% |
| Admin fee / account holder | $2,371 | $12,406-80.9% | $10,767-78.0% | $11,409-79.2% |