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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 | $258,011 | $102,609+151.5% | $98,090+163.0% | $138,895+85.8% |
| Participation rate | 94.7% | 82.8%+12.0pp | 81.5%+13.2pp | 79.9%+14.8pp |
| Annual return | 13.80% | 36.44%-22.6pp | 37.05%-23.2pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $17,302 | $8,167+111.9% | $7,845+120.6% | $6,396+170.5% |
| Admin fee / account holder | $36,305 | $11,434+217.5% | $11,815+207.3% | $12,562+189.0% |