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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 | $319,623 | $174,379+83.3% | $152,093+110.1% | $138,895+130.1% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 14.17% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $17,187 | $6,159+179.1% | $5,451+215.3% | $6,396+168.7% |
| Admin fee / account holder | $5,519 | $16,880-67.3% | $14,497-61.9% | $12,562-56.1% |