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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 | $279,356 | $125,237+123.1% | $105,608+164.5% | $145,877+91.5% |
| Participation rate | 91.7% | 77.7%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 20.96% | 225.76%-204.8pp | 116.50%-95.5pp | 551.28%-530.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,416 | $5,711-22.7% | $5,010-11.8% | $6,691-34.0% |
| Admin fee / account holder | $5,624 | $17,287-67.5% | $11,028-49.0% | $13,402-58.0% |