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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 | $250,309 | $111,535+124.4% | $105,223+137.9% | $137,256+82.4% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 18.96% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,186 | $5,500-5.7% | $5,072+2.3% | $6,407-19.0% |
| Admin fee / account holder | $55,921 | $9,721+475.2% | $8,859+531.2% | $12,270+355.7% |