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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 | $262,802 | $127,790+105.7% | $106,555+146.6% | $167,536+56.9% |
| Participation rate | 76.9% | 78.3%-1.3pp | 76.1%+0.8pp | 82.1%-5.2pp |
| Annual return | 18.22% | 33.88%-15.7pp | 26.80%-8.6pp | 478.82%-460.6pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,249 | $5,088+3.2% | $4,399+19.3% | $6,342-17.2% |
| Admin fee / account holder | $11,961 | $11,229+6.5% | $7,408+61.5% | $12,315-2.9% |