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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 | $252,871 | $159,934+58.1% | $147,005+72.0% | $145,959+73.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 14.00% | 98.24%-84.2pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $18,820 | $8,427+123.3% | $8,070+133.2% | $6,689+181.4% |
| Admin fee / account holder | $17,921 | $15,053+19.1% | $13,006+37.8% | $13,398+33.8% |