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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 | $386,052 | $162,136+138.1% | $152,301+153.5% | $154,746+149.5% |
| Participation rate | 81.3% | 84.1%-2.9pp | 82.4%-1.2pp | 80.7%+0.5pp |
| Annual return | 15.18% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,805 | $8,341-30.4% | $8,004-27.5% | $6,730-13.8% |
| Admin fee / account holder | $14,923 | $15,759-5.3% | $14,398+3.7% | $14,365+3.9% |