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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 | $681,500 | $146,267+365.9% | $197,124+245.7% | $82,448+726.6% |
| Participation rate | 82.6% | 84.0%-1.4pp | 86.7%-4.1pp | 68.1%+14.5pp |
| Annual return | 15.27% | 29.61%-14.3pp | 44.34%-29.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,567 | $7,035+107.1% | $9,135+59.5% | $4,139+251.9% |
| Admin fee / account holder | $16,193 | $14,422+12.3% | $16,298-0.6% | $7,234+123.8% |