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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 | $432,722 | $196,972+119.7% | $182,262+137.4% | $198,609+117.9% |
| Participation rate | 73.9% | 85.7%-11.8pp | 84.2%-10.3pp | 82.4%-8.5pp |
| Annual return | 11.75% | 158.27%-146.5pp | 140.60%-128.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,113 | $8,643+28.6% | $8,276+34.3% | $6,977+59.3% |
| Admin fee / account holder | $41,293 | $18,429+124.1% | $16,712+147.1% | $19,030+117.0% |