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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 | $319,807 | $103,393+209.3% | $87,103+267.2% | $152,909+109.1% |
| Participation rate | 84.2% | 79.4%+4.9pp | 76.9%+7.3pp | 82.5%+1.8pp |
| Annual return | 14.55% | 28.10%-13.6pp | 28.19%-13.6pp | 345.46%-330.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,660 | $4,778+60.3% | $4,049+89.2% | $5,851+30.9% |
| Admin fee / account holder | $4,131 | $12,195-66.1% | $7,491-44.9% | $11,601-64.4% |