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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 | $391,523 | $172,111+127.5% | $150,298+160.5% | $137,256+185.2% |
| Participation rate | 84.2% | 81.7%+2.5pp | 77.8%+6.5pp | 80.0%+4.3pp |
| Annual return | 17.73% | 69.37%-51.6pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,321 | $6,166+164.7% | $5,453+199.3% | $6,407+154.8% |
| Admin fee / account holder | $6,107 | $16,471-62.9% | $14,116-56.7% | $12,270-50.2% |