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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 | $366,912 | $108,922+236.9% | $100,398+265.5% | $145,978+151.3% |
| Participation rate | 76.2% | 83.0%-6.8pp | 81.5%-5.3pp | 80.3%-4.1pp |
| Annual return | 18.24% | 58.04%-39.8pp | 49.32%-31.1pp | 550.52%-532.3pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,019 | $8,450+89.6% | $8,084+98.2% | $6,690+139.5% |
| Admin fee / account holder | $2,415 | $9,680-75.1% | $7,893-69.4% | $13,400-82.0% |