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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 | $462,163 | $131,835+250.6% | $108,582+325.6% | $273,972+68.7% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.6%+15.9pp | 83.0%+12.4pp |
| Annual return | 7.00% | -91.57%+98.6pp | -51.70%+58.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,153 | $5,127+39.5% | $4,311+65.9% | $5,287+35.3% |
| Admin fee / account holder | $6,741 | $10,253-34.3% | $7,645-11.8% | $10,133-33.5% |