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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 | $324,967 | $58,627+454.3% | $76,735+323.5% | $82,448+294.1% |
| Participation rate | 97.3% | 63.2%+34.1pp | 69.5%+27.8pp | 68.1%+29.2pp |
| Annual return | 13.25% | 39.10%-25.9pp | 29.77%-16.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,215 | $3,134+66.4% | $4,088+27.6% | $4,139+26.0% |
| Admin fee / account holder | $40,033 | $5,323+652.1% | $7,189+456.8% | $7,234+453.4% |