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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 | $341,707 | $211,288+61.7% | $178,540+91.4% | $145,884+134.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.63% | 30.27%-15.6pp | 27.15%-12.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,167 | $6,967+45.9% | $6,281+61.9% | $6,690+52.0% |
| Admin fee / account holder | $791 | $12,105-93.5% | $10,424-92.4% | $13,392-94.1% |