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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 | $526,120 | $81,664+544.3% | $70,476+646.5% | $158,966+231.0% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 15.25% | 208.59%-193.3pp | 109.12%-93.9pp | 302.95%-287.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $15,950 | $4,556+250.1% | $3,710+329.9% | $5,983+166.6% |
| Admin fee / account holder | $4,694 | $6,197-24.3% | $3,847+22.0% | $11,250-58.3% |