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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 | $408,203 | $146,267+179.1% | $197,124+107.1% | $82,448+395.1% |
| Participation rate | 88.6% | 84.0%+4.6pp | 86.7%+1.9pp | 68.1%+20.5pp |
| Annual return | 23.96% | 29.61%-5.6pp | 44.34%-20.4pp | 41.64%-17.7pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,841 | $7,035+111.0% | $9,135+62.5% | $4,139+258.5% |
| Admin fee / account holder | $17,794 | $14,422+23.4% | $16,298+9.2% | $7,234+146.0% |