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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 | $1,153,265 | $153,769+650.0% | $133,975+760.8% | $273,972+320.9% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 4.23% | 36.51%-32.3pp | 29.29%-25.1pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,793 | $6,958-45.5% | $6,282-39.6% | $5,287-28.3% |
| Admin fee / account holder | $81,789 | $11,765+595.2% | $9,324+777.2% | $10,133+707.2% |