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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 | $257,169 | $115,796+122.1% | $101,264+154.0% | $158,950+61.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 16.55% | 56.15%-39.6pp | 46.48%-29.9pp | 302.91%-286.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,592 | $4,958+33.0% | $4,370+50.8% | $5,983+10.2% |
| Admin fee / account holder | $8,889 | $7,247+22.6% | $5,947+49.5% | $11,248-21.0% |