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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 | $364,924 | $80,985+350.6% | $96,576+277.9% | $75,181+385.4% |
| Participation rate | 85.4% | 71.8%+13.6pp | 76.0%+9.4pp | 67.2%+18.2pp |
| Annual return | 15.46% | 27.05%-11.6pp | 25.87%-10.4pp | 160.69%-145.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,066 | $3,929+130.7% | $4,851+86.9% | $4,126+119.7% |
| Admin fee / account holder | $42,111 | $6,719+526.8% | $8,253+410.3% | $5,650+645.3% |