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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 | $519,262 | $138,393+275.2% | $184,256+181.8% | $80,959+541.4% |
| Participation rate | 90.3% | 83.9%+6.4pp | 86.8%+3.5pp | 67.7%+22.7pp |
| Annual return | 14.58% | 20.01%-5.4pp | 28.85%-14.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $19,003 | $7,076+168.5% | $9,133+108.1% | $4,300+341.9% |
| Admin fee / account holder | $1,098 | $10,489-89.5% | $13,899-92.1% | $6,925-84.1% |