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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 | $327,151 | $142,972+128.8% | $214,702+52.4% | $86,983+276.1% |
| Participation rate | 90.9% | 84.9%+6.1pp | 87.5%+3.4pp | 69.5%+21.4pp |
| Annual return | 20.24% | 18.49%+1.8pp | 54.55%-34.3pp | 25.83%-5.6pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $20,061 | $6,568+205.4% | $9,147+119.3% | $4,194+378.4% |
| Admin fee / account holder | $8,737 | $17,617-50.4% | $19,830-55.9% | $7,856+11.2% |