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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 | $427,022 | $223,823+90.8% | $211,142+102.2% | $154,746+176.0% |
| Participation rate | 94.1% | 87.9%+6.3pp | 87.3%+6.8pp | 80.7%+13.4pp |
| Annual return | 15.64% | 50.39%-34.8pp | 46.84%-31.2pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,963 | $9,750+74.0% | $9,284+82.7% | $6,730+152.0% |
| Admin fee / account holder | $2,558 | $19,707-87.0% | $19,076-86.6% | $14,365-82.2% |