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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 | $307,691 | $117,904+161.0% | $102,457+200.3% | $145,978+110.8% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 11.08% | 31.80%-20.7pp | 29.41%-18.3pp | 550.52%-539.4pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,741 | $5,733+52.5% | $5,054+72.9% | $6,690+30.7% |
| Admin fee / account holder | $15,097 | $13,329+13.3% | $9,451+59.7% | $13,400+12.7% |