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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 | $480,691 | $140,592+241.9% | $123,105+290.5% | $125,389+283.4% |
| Participation rate | 94.1% | 88.2%+5.9pp | 86.8%+7.3pp | 83.2%+10.9pp |
| Annual return | -1.09% | 16.80%-17.9pp | 13.22%-14.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,627 | $6,980+9.3% | $6,229+22.4% | $5,352+42.5% |
| Admin fee / account holder | $127,077 | $11,198+1034.8% | $9,014+1309.8% | $9,541+1231.9% |