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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 | $294,513 | $105,160+180.1% | $94,679+211.1% | $139,456+111.2% |
| Participation rate | 76.2% | 82.4%-6.2pp | 80.8%-4.6pp | 80.3%-4.1pp |
| Annual return | 20.51% | 38.04%-17.5pp | 156.75%-136.2pp | 373.45%-352.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $15,670 | $7,599+106.2% | $7,417+111.3% | $6,711+133.5% |
| Admin fee / account holder | $6,866 | $8,988-23.6% | $7,233-5.1% | $11,407-39.8% |