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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 | $271,433 | $156,398+73.6% | $147,318+84.2% | $138,895+95.4% |
| Participation rate | 76.2% | 83.8%-7.6pp | 82.1%-5.9pp | 79.9%-3.7pp |
| Annual return | 16.81% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,340 | $8,237+86.2% | $7,906+94.0% | $6,396+139.8% |
| Admin fee / account holder | $2,354 | $14,976-84.3% | $13,708-82.8% | $12,562-81.3% |