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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 | $400,521 | $135,905+194.7% | $126,068+217.7% | $198,609+101.7% |
| Participation rate | 91.7% | 85.6%+6.0pp | 84.7%+7.0pp | 82.4%+9.3pp |
| Annual return | 12.76% | 14.07%-1.3pp | 15.01%-2.3pp | 202.70%-189.9pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,779 | $8,523+14.7% | $8,214+19.1% | $6,977+40.2% |
| Admin fee / account holder | $140,940 | $21,036+570.0% | $18,264+671.7% | $19,030+640.6% |