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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 | $303,362 | $154,228+96.7% | $145,433+108.6% | $137,256+121.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.70% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,738 | $8,216+55.0% | $7,897+61.3% | $6,407+98.8% |
| Admin fee / account holder | $70,526 | $14,344+391.7% | $13,129+437.2% | $12,270+474.8% |