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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 | $342,421 | $185,856+84.2% | $170,028+101.4% | $139,456+145.5% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 17.33% | 60.52%-43.2pp | 53.39%-36.1pp | 373.45%-356.1pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $19,180 | $11,623+65.0% | $10,409+84.3% | $6,711+185.8% |
| Admin fee / account holder | $1,516 | $15,387-90.1% | $12,820-88.2% | $11,407-86.7% |