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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 | $405,751 | $136,860+196.5% | $120,344+237.2% | $154,746+162.2% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 14.22% | 21.38%-7.2pp | 20.30%-6.1pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,999 | $5,793-48.2% | $5,135-41.6% | $6,730-55.4% |
| Admin fee / account holder | $17,469 | $15,393+13.5% | $12,742+37.1% | $14,365+21.6% |