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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 | $340,823 | $199,109+71.2% | $173,730+96.2% | $154,746+120.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.16% | 20.02%-2.9pp | 19.96%-2.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,123 | $7,113-13.9% | $6,326-3.2% | $6,730-9.0% |
| Admin fee / account holder | $3,761 | $20,916-82.0% | $17,523-78.5% | $14,365-73.8% |