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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 | $250,567 | $167,522+49.6% | $151,639+65.2% | $134,532+86.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -16.84% | 7.81%-24.6pp | 3.34%-20.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,076 | $8,986+67.8% | $8,363+80.3% | $6,401+135.5% |
| Admin fee / account holder | $20,631 | $13,780+49.7% | $11,613+77.6% | $11,429+80.5% |