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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 | $307,174 | $156,398+96.4% | $147,318+108.5% | $138,895+121.2% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 16.29% | 78.75%-62.5pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,275 | $8,237+24.7% | $7,906+30.0% | $6,396+60.6% |
| Admin fee / account holder | $1,869 | $14,976-87.5% | $13,708-86.4% | $12,562-85.1% |