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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 | $293,476 | $157,304+86.6% | $141,197+107.8% | $152,909+91.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 34.37% | 64.34%-30.0pp | 71.41%-37.0pp | 345.46%-311.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,876 | $7,111-45.5% | $6,710-42.2% | $5,851-33.8% |
| Admin fee / account holder | $53,456 | $12,126+340.8% | $10,265+420.8% | $11,601+360.8% |