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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 | $436,916 | $98,766+342.4% | $149,730+191.8% | $79,852+447.2% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.5%-6.4pp | 69.6%+6.4pp |
| Annual return | 20.75% | 27.43%-6.7pp | 276.70%-256.0pp | 31.72%-11.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,629 | $5,681+34.3% | $6,843+11.5% | $3,740+104.0% |
| Admin fee / account holder | $10,595 | $6,052+75.1% | $9,310+13.8% | $5,306+99.7% |