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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 | $606,344 | $146,267+314.5% | $197,124+207.6% | $82,448+635.4% |
| Participation rate | 90.3% | 84.0%+6.3pp | 86.7%+3.6pp | 68.1%+22.3pp |
| Annual return | 14.24% | 29.61%-15.4pp | 44.34%-30.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $21,239 | $7,035+201.9% | $9,135+132.5% | $4,139+413.1% |
| Admin fee / account holder | $22,639 | $14,422+57.0% | $16,298+38.9% | $7,234+212.9% |