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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 | $387,159 | $225,673+71.6% | $203,872+89.9% | $155,188+149.5% |
| Participation rate | 82.4% | 80.3%+2.0pp | 77.8%+4.6pp | 80.8%+1.5pp |
| Annual return | 16.28% | 95.91%-79.6pp | 85.11%-68.8pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,317 | $6,893+49.7% | $6,388+61.5% | $6,531+58.0% |
| Admin fee / account holder | $69,087 | $12,327+460.4% | $11,730+489.0% | $14,480+377.1% |