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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 | $100,970+296.7% | $96,576+314.7% | $137,256+191.8% |
| Participation rate | 91.7% | 82.6%+9.1pp | 81.4%+10.2pp | 80.0%+11.7pp |
| Annual return | 12.76% | 38.16%-25.4pp | 38.47%-25.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,779 | $8,286+18.0% | $7,956+22.9% | $6,407+52.6% |
| Admin fee / account holder | $140,940 | $11,312+1145.9% | $11,381+1138.4% | $12,270+1048.6% |