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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 | $264,277 | $110,337+139.5% | $102,383+158.1% | $145,877+81.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 20.89% | 24.83%-3.9pp | 24.94%-4.0pp | 551.28%-530.4pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,163 | $5,621+9.6% | $5,060+21.8% | $6,691-7.9% |
| Admin fee / account holder | $8,346 | $9,750-14.4% | $8,391-0.5% | $13,402-37.7% |