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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 | $267,972 | $106,974+150.5% | $90,796+195.1% | $138,895+92.9% |
| Participation rate | 91.7% | 74.9%+16.8pp | 69.5%+22.2pp | 79.9%+11.7pp |
| Annual return | 14.98% | 20.10%-5.1pp | 19.29%-4.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,015 | $4,455+259.5% | $3,822+319.0% | $6,396+150.4% |
| Admin fee / account holder | $1,748 | $8,626-79.7% | $7,024-75.1% | $12,562-86.1% |